John Michael Priester
Investment adviser representative at LPL Financial LLC
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
30 years in the industry.
- LPL Financial LLCAug 2023 to now
- Shenandoah Valley United,incMar 2015 to now
- Roanoke Symphony OrchestraSep 2013 to now
- Pittsburgh OperaOct 2008 to now
- Edward JonesAug 2018 to Aug 2023
- Wintergreen Performing ArtsApr 2018 to Dec 2019
- Maryland SymphonyAug 2016 to Aug 2018
- Eastern Mennonite UniversityJan 2016 to Aug 2018
- Waynesboro SymphonySep 2013 to Aug 2022
- James Madison UniversityAug 2013 to May 2017
- Wheeling Symphony OrchestraMar 2009 to Aug 2018
- Self-employedAug 1996 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 6989597
- Firm CRD
- 6413