Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stoner is a financial advisor who has been in the industry since 2003. John is currently registered with LPL Financial LLC and has been with them since November 2023. John has previous experience with Lincoln Financial Advisors Corporation, Waddell & Reed, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Edward Jones. John is a licensed investment advisor and is registered in Arizona, California, Colorado, Kansas, Minnesota, Nevada, New Mexico, Oregon, and Washington. John specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans.
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
AZ
11/30/2023 - Present
LPL Financial LLC (SHOW LOW AZ)
AZ
05/22/2018 - 11/30/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (SHOW LOW AZ)
AZ
11/18/2011 - 06/01/2018
WADDELL & REED (SCOTTSDALE AZ)
AZ
01/03/2011 - 11/21/2011
WELLS FARGO ADVISORS, LLC (PINETOP AZ)
AZ
08/05/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PINETOP AZ)
MO
01/02/2003 - 08/03/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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