Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
33yrs
Based in Columbus, Ohio, John Bean is a fiduciary financial advisor with 33 years of industry experience. John joined LPL Financial in 2019, after five years at MID Atlantic Financial Management and four years at Concorde Asset Management. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 6% by experience in Columbus
Office8351 N High St Suite 280, Columbus, OH 43235
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowLPL Financial LLCCurrent firm
- 2015 – 2019MID Atlantic Financial Management, Inc.Previously
- 2011 – 2015Concorde Asset Management, LLCPreviously
- 2007 – 2011MML Investors Services, LLCPreviously
- 2003 – 2007Securian Financial Services, Inc.Previously
Contact John
Local office(614) 516-4492Ask for John. (704) 733-3300Main office · Fort Mill, SC 8351 N High St Suite 280Columbus, OH 43235Office · Get directions Facebook pageLPL Financial
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (614) 516-4492 or the LPL Financial main office at (704) 733-3300, and ask for John Bean.
How long has John been a financial advisor?
John has been in the industry since 1993, about 33 years. Top 6% by experience in Columbus.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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