John Priester, financial advisor Rockingham VA

John Priester

CRD Number: 6989597
Current Firm: Lpl Financial LLC

John Priester (CRD# 6989597) is an Investment Advisor Representative working at Lpl Financial LLC in Rockingham, VA and has over 5 years of experience in the finance industry. John Priester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Rockingham, VA Aug 2023 - Current < 1
Shenandoah Valley United,inc Harrisonburg, VA Mar 2015 - Current 9
Roanoke Symphony Orchestra Roanoke, VA Sep 2013 - Current 10
Pittsburgh Opera Pittsburgh, PA Oct 2008 - Current 15
Edward Jones St Louis, MO Aug 2018 - Aug 2023 5
Waynesboro Symphony Waynesboro, VA Sep 2013 - Aug 2022 8
Wintergreen Performing Arts Nellysford, VA Apr 2018 - Dec 2019 1
Maryland Symphony Hagerstown, MD Aug 2016 - Aug 2018 2
Eastern Mennonite University Harrisonburg, VA Jan 2016 - Aug 2018 2
Wheeling Symphony Orchestra Wheeling, WV Mar 2009 - Aug 2018 9
Self-employed Harrisonburg, VA Sep 2002 - Aug 2018 15
Self-employed Harrisonburg, VA Aug 1996 - Aug 2018 22
James Madison University Harrisonburg, VA Aug 2013 - May 2017 3
Self-employed Penn Laird, VA Apr 2014 - Aug 2016 2
Power Engineering Technology Wyoming, OH Jan 2011 - May 2015 4
Edinboro University Edinboro, PA Jan 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for John M. Priester
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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