Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McEwan is a financial advisor with over 40 years of experience in the industry. John is a CERTIFIED FINANCIAL PLANNER™ professional and currently works with CWM, LLC. John has worked with several firms over the years including LPL FINANCIAL LLC, TITAN/VALUE EQUITIES GROUP, INC. and PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED. John holds a variety of licenses and certifications, including Series 7, Series 24, and Series 63.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
WA
10/13/2015 - Present
CWM, LLC (Vancouver WA)
WA
03/31/1995 - 01/19/2017
LPL FINANCIAL LLC (VANCOUVER WA)
CA
03/01/1989 - 04/03/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/01/1985 - 03/04/1989
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
SC
10/01/1981 - 03/04/1989
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED (FORT MILL SC)
NA
05/22/1984 - 02/28/1985
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
05/27/1981 - 05/17/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
09/16/1980 - 11/15/1981
WADDELL & REED, INC.
BC
Issued 01/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure John McEwan is the right advisor for you? Invested Better is here to help.
