Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn A Barich cfp is a financial advisor with over 30 years of experience in the financial services industry. John A Barich cfp currently works at LPL Financial LLC, a firm with a focus on providing a wide range of financial services to individuals, families, and businesses. John A Barich cfp holds several licenses and certifications, including the Series 6, 7, 24, and 63 licenses, as well as the Series 65 license and the Chartered Financial Consultant designation. John A Barich cfp has extensive experience working with clients in a variety of financial planning areas, including retirement planning, investment management, and estate planning. In addition to his work at LPL Financial LLC, John A Barich cfp has also held previous positions at AXA ADVISORS, LLC and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/23/2006 - Present
LPL Financial LLC (ALPHARETTA GA)
NY
10/13/1992 - 08/16/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/13/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Barich cfp is the right advisor for you? Invested Better is here to help.
