Unclaimed
John Barrow is a financial advisor with over 9 years of experience in the financial services industry. John is registered with Avantax Advisory Services and is licensed to provide financial advice in Florida, Kentucky, North Carolina, Ohio and South Carolina. John specializes in providing financial planning, portfolio management, and insurance solutions to individual clients and businesses. John has previously been affiliated with 1st Global Capital Corp and Cetera Advisor Networks LLC. John is committed to providing clients with personalized financial advice and guidance. John is a Certified Financial Planner and is a member of the National Association of Personal Financial Advisors.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
1
2
NC
10/25/2019 - Present
Avantax Advisory Services (WINSTON-SALEM, N NC)
NC
02/06/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (WINSTON-SALEM NC)
NC
02/05/2014 - 12/31/2017
CETERA ADVISOR NETWORKS LLC (WINSTON-SALEM NC)
BOTH
Issued 02/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Barrow is the right advisor for you? Invested Better is here to help.