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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vann is a financial advisor with over 30 years of experience in the industry. John is a Registered Investment Advisor currently registered with the state of Texas. John's experience includes working with clients in various industries including corporations, high-net-worth individuals, pension plans, and charitable organizations. John has worked for several firms, including Dean Witter Reynolds Inc., Paine Webber, Jackson & Curtis Inc., The (Wilson) Williams Financial Group, and currently, John is an owner and advisor at Vann Equity Management LLC.
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.
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.
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TX
12/13/2019 - Present
Vann Equity Management LLC (PLANO TX)
TX
08/13/1996 - 12/31/2003
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
NY
08/14/1985 - 08/14/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/14/1983 - 08/16/1985
BOETTCHER & COMPANY, INC.
NA
05/01/1981 - 10/11/1983
C.L. PHILLIPS & ASSOCIATES, INC.
NA
05/08/1980 - 05/16/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
03/15/1973 - 04/28/1980
E. F. HUTTON & COMPANY INC
IA
Issued 05/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1978
Series 40 - Registered Principal Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/1975
Series 12 - NYSE Branch Manager Examination
BC
Issued 03/08/1973
Series 1 - Registered Representative Examination
Active
Inactive
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