John Atchley
John Atchley is a registered investment advisor at Second Line Capital, LLC, based in Metairie, LA, with 48 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,385 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Second Line Capital (2LC) offers investment management services for an annual fee based on the amount of assets under management. The management fee can be up to 2.00% annually. The fee is determined by the investment advisor representative and is allocated between 2LC and the representative. The fee is charged quarterly, in advance, based on the market value of the assets being managed on the last day of the previous quarter. 2LC also uses LPL programs, which have maximum fees ranging from 0.95% to 3.0%.
Location
2800 Veterans Memorial Blvd., Suite 220, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
Regulatory
August 1997Other Business ActivitiesSells Insurance
John is a statutory agent for Besselman & Associates Inc. and occasionally sells life and long-term care insurance, dedicating a few hours per week. He is also an associate board member for Shriners Hospital Galveston and sells sporting event tickets on StubHub, dedicating minimal time to each.
Employment History
Current Registrations
Second Line Capital, LLC
Previous Registrations
Second Line Capital, LLC
Advisor Resource Council
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Keegan & Company, INC.Broker
Scharff & Jones, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.