Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Buchanan is a financial advisor currently affiliated with Assetmark, Inc. John has been in the financial services industry since 1999. John has experience working with a variety of clients including individuals, high-net-worth individuals, corporations and trusts. John has been registered as an investment advisor representative in Virginia since 2016. John has held several positions within the financial services industry, previously working for Capital Brokerage Corporation, BANC of America Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and James River Securities Corp. In addition to John's experience in the investment services industry, John is also a Series 7, Series 24 and Series 66 licensed professional. John has a strong track record of helping clients 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
CA
11/17/2016 - Present
Assetmark, Inc. (CONCORD CA)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
08/23/2005 - 11/13/2013
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
MA
04/01/2005 - 07/18/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
VA
03/16/2004 - 03/18/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
12/18/2002 - 05/09/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
VA
06/12/2002 - 11/20/2002
JAMES RIVER SECURITIES CORP. (MANAKIN-SABOT VA)
NY
12/15/1999 - 11/27/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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