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John Draper Lischer

Investment adviser representative at LPL Financial LLC
13 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

13 years in the industry.

  1. LPL Financial, LLCJan 2022 to now
  2. Mariner Independent Advisor NetworkOct 2024 to May 2026
  3. Strategic Wealth Advisors Group, LLCJan 2022 to Oct 2024
  4. Charles Schwab & Co., Inc.Oct 2020 to Jan 2022
  5. Charles Schwab Bank, SsbOct 2020 to Jan 2022
  6. StudentFeb 2020 to Sep 2020
  7. Principal Funds Distributor, IncSep 2013 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

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

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
5996946
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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