Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lackovic is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. John has been in the industry since 2001 and has a strong background in providing financial planning and portfolio management services to individuals and businesses. John is registered to provide advisory services in several states, including California, Maryland, Texas, and Virginia. John is a dedicated professional who is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
06/30/2021 - Present
LPL Financial LLC (BALTIMORE MD)
MD
07/28/2009 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
TX
06/02/2008 - 04/27/2009
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
MD
05/01/2003 - 04/04/2008
M&T SECURITIES, INC. (BALTIMORE MD)
MD
04/10/2003 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NY
04/26/2001 - 03/12/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 12/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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