logo
logo
    Home  > Financial Advisor Directory > virginia > fairfax
    badge
    seller-logo

    Paladin Research Report For:

    John Fitchett

    Sym Wealth

    9990 Fairfax Blvd
    Suite 560
    Fairfax, VA 22030
    571-451-9927
    Visit Website
    https://www.symwealth.com/

    About John Fitchett

    My name is John Fitchett. I am the Owner of Sym Wealth. I have been helping individuals, families, and businesses manage their long term financial goals since 2008.

    I am dedicated to addressing the financial needs of my clients and maintaining a relationship of professionalism and financial acumen.

    One of the benefits of working with me is my ability to provide clear, easy to understand explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

    I look forward to using my expertise and knowledge to help you pursue your financial goals.

    See Disclosures

    General Information

    Firm Start Year
    • 2023
    No. of Employees
    • 1
    CRD#
    • 5314945
    Firm CRD#
    • 6413
    Insurance License#
    • 568222
    Name of Broker/Dealer
    • LPL FINANCIAL LLC
    States Licensed in
    • Virginia, District of Columbia, Maryland
    Years of Experience in Financial Services
    • 18
    Number of Years with Current Firm
    • 3
    Work Experience
    • Independent Financial Advisor LPL Financial Morgan Stanley Capital One Financial Advisors
    Work with the following types of clients
    • Individual Investors
    Advisory Services Provided
    • Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management

    Compliance

    Registered Investment Advisor
    • Yes
    Registered Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Securities Licenses
    • Series 6, Series 66, Series 7
    Insurance and Annuity Licenses
    • Life, Health, Variable Annuity

    Firm Information

    Firm's Number of Clients
    • 112
    Firm's Number of Planning Clients
    • 60
    Firm's Number of Managed Clients
    • 65
    Assets Managed by Firm
    • $85,000.00
    Advisor's Number of Clients
    • 112
    Advisor's Number of Managed Clients
    • 65
    Advisor's Number of Planning Clients
    • 60
    Assets Managed by Advisor
    • $85,000,000

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $250,000
    Compensation Methods
    • Based on Assets
    Minimum Fee Charged for Managed Accounts
    • 1%

    Education

    Liberal Arts -

    Ambassador University
    09/1994 -04/1998

    Liberal Arts - Communications

    Ambassador University
    09/1994 -04/1998

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


    LPL ADV 2A

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

    Additional Detailed Disclosures

    https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

    Disclaimer

    Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

    Paladin Advisors

    PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

    Learn More

    Copyright 2025 Paladin Registry. All rights reserved.