John Randall Holmes
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- LPL Financial LLCJun 2026 to now
- Vernon Wealth ManagementJun 2019 to now
- C&d Small EngineNov 2001 to now
- Raymond James Financial Services Advisors Inc.Nov 2018 to Jun 2026
- Raymond James Financial Services, IncJul 2018 to Jun 2026
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6959233
- Firm CRD
- 6413