Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Norton, VA 24273
LPL Financial
Institution
John Roberts is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research and Virginia Tech. He also serves as a notary in Abingdon, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Norton, VA
618 Trent St NE
Norton VA 24273
Advisors at this office
2
Virginia
7 years of industry experience
LPL Financial LLC
2022 - Present • 4 years
Abingdon, VA
Cambridge Investment Research Advisors, Inc.
2019 - 2022 • 3 years
Fairfield, IA
Cambridge Investment Research, Inc.
2019 - 2022 • 3 years
Fairfield, IA
Cambridge Investment Research, Inc.
2018 - 2022 • 4 years
Fairfield, IA
Virginia Tech
2017 - 2018 • 1 year
Blacksburg, VA
First Bank and Trust
2017 - 2017 • 1 year
Bristol, VA
Virginia Tech
2016 - 2017 • 1 year
Blacksburg, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Wise, VA
Edward Jones
James Lawson is a CFP® with 19 years of industry experience, all of which he has spent at Edward Jones since 2007. He is based in Wise, VA. Outside of his advisory role, Lawson is involved in renovating a historical building in Coeburn, VA, to support entrepreneurs starting restaurant businesses by connecting them with local resources and vendors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated financial services under a fiduciary standard.
Series 63, Series 65
Wise, VA
Edward Jones
Louis Iozzi is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Edward Jones since 2000 and previously worked at Pruco Securities Corporation. Outside of finance, he is a partner in an alpaca farm in Newton, New Jersey. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies while operating under a fiduciary standard.
Series 66
Norton, VA
LPL Financial
Benjamin Hall is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cambridge Investment Research from 2019 to 2021 and has five years of experience at Cheddars before his advisory career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by proprietary and third-party research and utilizes various portfolio management strategies and technologies.
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