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John W. Brimer

Investment adviser representative at LPL Financial LLC
34 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

34 years in the industry.

  1. LPL Financial LLCJul 2026 to now
  2. Sunny Day FinancialOct 2023 to now
  3. Cetera Investment Advisers LLCSep 2025 to Jul 2026
  4. Cetera Wealth Services, LLCSep 2025 to Jul 2026
  5. Avantax Advisory ServicesOct 2019 to Sep 2025
  6. Avantax Investment Services, Inc.Oct 2019 to Sep 2025
  7. Wealthcare Financial Group, LLCOct 2019 to Oct 2023
  8. Avantax Insurance Agency And/or Avantax Insurance ServicesSep 2009 to Sep 2025
  9. Avantax Insurance Services, Inc.Sep 2009 to Sep 2025
  10. 1st Global Advisors, Inc.Aug 2008 to Oct 2019
  11. 1st Global Capital Corp.Aug 2008 to Oct 2019
  12. Brimer, Perry & AssocFeb 2004 to Oct 2019
  13. John W. Brimer, Cpa PcMay 1992 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5552784
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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