Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Allan Pickett is a financial advisor who has been in the industry since 1970. John is currently registered with Captrust as a registered representative and investment advisor. John has been with Captrust since 2015. Prior to joining Captrust, John worked at RBC Capital Markets Corporation and Principal Financial Securities, Inc.. John has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. John provides a range of financial services, including financial planning, portfolio management, and investment consulting.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
04/09/2015 - Present
Captrust (DALLAS TX)
TX
04/17/1998 - 06/03/2010
RBC CAPITAL MARKETS CORPORATION (DALLAS TX)
TX
06/01/1970 - 04/15/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
03/10/1998 - 04/01/1998
DAIN RAUSCHER INCORPORATED
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1977
PC - AMEX Put and Call Exam
BC
Issued 03/10/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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