Merrill
45yrs
Top advisor by experience in Kingston
2yrs
John Mack
Financial advisor at LPL Financial
John Mack has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Kingston, New York. After a year at Equitable Advisors, 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 54 advisors with offices in Kingston, and one of 43 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1099 Morton Blvd, Kingston, NY 12401
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowLPL Financial LLCCurrent firm
- Apr 2025 – Mar 2026Equitable Advisors, LLCPreviously
Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call LPL Financial at (704) 733-3300 and ask for John Mack. John works from the Kingston, NY office.
How long has John been a financial advisor?
John has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does John hold?
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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