John Pikras

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 07/2023
  Citizens Securities, Inc.
  Pleasant Hills, PA
• 07/2023 → Present
  Lpl Financial Llc
  Pittsburgh, PA

Previous Registrations

• 2013-04-17 → 2023-07-21
  Citizens Securities, Inc.
  Bethel Park, PA
  Pleasant Hills, PA
  Pittsburgh, PA
  Bethel Park, PA
  West Mifflin, PA
  Carnegie, PA
  Monroeville, PA
  Pittsburgh, PA
  West Mifflin, PA
• 2004-01-01 → 2013-04-08
  Pnc Wealth Management Llc
  Bethel Park, PA
  Canonsburg, PA
  Mcmurray, PA
• 2003-06-04 → 2004-01-01
  J.J.B. Hilliard, W.L. Lyons, Llc
  Mcmurray, PA

Other Businesses

1) 07/05/2023 - Contos Pikras Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/05/2023 - McNeilly Rental - Real Estate Rental - Pittsburgh PA, 15226 - Investment related - 4 Hours per month - Strat date: 4/9/2018. 3) 07/05/2023 - Non-Variable Insurance - Selling: fixed insurance, immediate annuity - Pennsylvania 15236 - Investment related - 160 Hours per month - Start date: 7/18/2023.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-16
• S63 Uniform Securities Agent State Law Examination
  1996-12-20

Other Names

• John Pikras