Centaurus Financial
44yrs
Top advisor by experience in Lexington
36yrs
John Case has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Lexington, South Carolina. After 11 years at Next Financial Group, John joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 85 advisors with offices in Lexington, and one of 77 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 4% by experience in Lexington
Office601 E Main St, Lexington, SC 29072
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
- Jan 2026 – nowLPL Financial LLCCurrent firm
- 2014 – 2025Next Financial Group, Inc.Previously
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 LPL Financial at 704-733-3300 and ask for John Case. John works from the Lexington, SC office.
How long has John been a financial advisor?
John has been in the industry since 1990, about 36 years. Top 4% by experience in Lexington.
What licenses does John hold?
Series 63, Series 65. 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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