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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 Barr Dolan is a financial advisor in Anaheim, California. John has been working in the industry since July 2, 1978. He is currently registered with Centaurus Financial, Inc. and previously worked at Lincoln Financial Advisors Corporation and VeraVest Investments, Inc. John holds Series 1, 6, 65 and SIE licenses. John offers financial planning services to individuals and businesses. He is an active member of the financial industry and is committed to providing his clients with the highest level of service.
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.
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
CA
06/18/2018 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
MA
12/05/2003 - 04/27/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (MARLBOROUGH MA)
IN
12/05/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
07/03/1978 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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