linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Bocking Fitch

Cornerstone Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Bocking Fitch

John Bocking Fitch is an investment advisor representative at Cornerstone Securities LLC. John has been in the financial services industry for over 16 years and has been registered with the state of Kansas since 2017. John also holds licenses in Illinois, Missouri and Texas. John has a strong focus on financial planning and portfolio management for individuals. John previously worked at LARSON FINANCIAL SECURITIES, LLC and CLIENT ONE SECURITIES LLC.

Firm Information

John Fitch is currently registered with Cornerstone Securities LLC. Cornerstone Securities LLC is an investment advisor with 9 licensed agents and 9 investment advisor representatives. The firm manages $99 million in assets for 600 clients, primarily individuals other than high-net-worth individuals. Cornerstone Securities offers financial planning and portfolio management services, as well as assistance in selecting other advisors.

$99.00M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Fitch’s Registration & Firm History

KS

03/16/2018 - Present

Cornerstone Securities LLC (overland park KS)

MO

01/19/2015 - 01/10/2017

LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)

KS

11/13/2014 - 12/22/2014

CLIENT ONE SECURITIES LLC (LEAWOOD KS)

MO

05/16/2011 - 12/31/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (LEES SUMMIT MO)

MO

03/23/2011 - 05/16/2011

SECURITIES AMERICA, INC. (LEES SUMMIT MO)

KS

01/10/2007 - 02/23/2010

TD AMERITRADE, INC. (OVERLAND PARK KS)

MO

06/06/2006 - 11/02/2006

KCD FINANCIAL, INC. (KANSAS CITY MO)

MO

08/12/2004 - 04/10/2006

CUNA BROKERAGE SERVICES, INC. (KANSAS CITY MO)

MN

06/02/2003 - 04/28/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/02/2003 - 04/28/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if John Bocking Fitch is right for you?

Licenses & Designations

BOTH

Issued 06/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Bocking Fitch.
Not sure if John Bocking Fitch is right for you?