John Dalton Donaldson
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLC.Jan 2025 to now
- Union State BankJan 2025 to now
- Big N Small's BbqApr 2020 to Feb 2025
- Anytime FitnessNov 2018 to Apr 2020
- Cowley County Community CollegeApr 2018 to Nov 2018
- Northwest Kansas Technical CollegeAug 2017 to Apr 2018
- EmpacFeb 2017 to Aug 2017
- Seeking EmploymentSep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8038772
- Firm CRD
- 6413