Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alvin Martindale is a financial advisor with Beacon Pointe Advisors, LLC, based in Draper, UT. John has been in the industry since 1985, holding various positions at several firms before joining Beacon Pointe Advisors, LLC. John holds the Series 7 and Series 63 licenses. He is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
1
2
UT
03/20/2023 - Present
Beacon Pointe Advisors, LLC (Draper UT)
UT
07/15/2011 - 09/02/2011
DFPG INVESTMENTS, INC. (SANDY UT)
UT
12/18/2002 - 04/27/2011
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
CA
07/26/1991 - 12/13/2002
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
CA
04/11/1990 - 04/11/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
01/08/1990 - 04/17/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Martindale is the right advisor for you? Invested Better is here to help.
