branch manager lpl financial@ LPL Financial
Marshall County, West Virginia, United States
John DeSantis ChFC
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Washington & Jefferson College
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FlashIntel GPTJohn DeSantis ChFC is a highly experienced professional with over 40 years of expertise in retirement plan consulting and investment management. Based in the United States, he has provided investment management and retirement planning services to professionals and small business owners. With a strong background in FINRA/SIPC, John is a registered investment advisor and broker-dealer. He has worked at LPL Financial as a Branch Manager and Registered Representative, showcasing his versatility and commitment to delivering high-quality services.
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About
Over 40 years of providing Investment Management and Retirement Planning for Professionals and Small Business Owners Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
...See MoreWork Experience
branch manager lpl financial
Financial Services
John DeSantis ChFC's Professional Milestones
- Registered Representative (1980-03-01~1996-02-01): Building strong client relationships through effective communication and personalized recommendations.
- branch manager lpl financial (1996-03-01~): Managed and overseeed new branch operations, ensuring efficient operations and timely results.
Education
Economics,
Political Science,
Bachelors,
Bachelor Of Arts,
Economics And Political Science
1973-1976Skill
Retirement Plan Consulting
Investment Management
Certification
Colleagues
Shraddha Pandey
Trading Product Owner
Andrew Riemer
business consultant at lpl financial | smma business owner | mba at clemson university
Rene "Blue" Ornelas
owner bluerock investment services
Cynthia Sheets
life insurance consultant | lifelong learner | coffee lover | small business owner | dangerous when bored
Himabindu Vanipenta
technology product manager | product owner | test analyst | strategic product development | istqb | cspo®
Other Named John DeSantis ChFC
Frequently asked questions
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John DeSantis ChFC's social media include: Linkedin,
John DeSantis ChFC works for LPL Financial
John DeSantis ChFC's role in LPL Financial is branch manager lpl financial
John DeSantis ChFC works in the industry of Financial Services
John DeSantis ChFC's colleagues are Shraddha Pandey,Andrew Riemer,Rene "Blue" Ornelas
John DeSantis ChFC's latest job experience is branch manager lpl financial at LPL Financial
John DeSantis ChFC's latest education in Washington & Jefferson College
