Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alan Lockhart is an Investment Advisor Representative with LPL Financial LLC, registered with the state of Kansas, Missouri, and Texas. John Lockhart has been in the securities industry for over five years and has experience in banking, financial advising, and education. John Lockhart is also registered as a public notary. John Lockhart's specializations include individual, business, and retirement planning. John Lockhart works with individuals, businesses, and retirement plans to develop personalized financial plans to help achieve their financial goals.
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.
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2
OK
01/18/2024 - Present
LPL Financial LLC (TULSA OK)
MO
12/12/2022 - 08/16/2023
COMMERCE BROKERAGE SERVICES, INC. (CAPE GIRARDEAU MO)
BOTH
Issued 02/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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