Unclaimed
John Brent Kesner is an investment advisor representative who has been in the industry since 1994. John is currently registered with LPL Financial LLC. John has been registered with a variety of firms throughout their career, including CUNA Brokerage Services, Inc., Cabot Lodge Securities LLC, First Allied Securities, Inc., and Edward Jones. John specializes in providing financial planning, investment advisory services, and consulting to individuals and businesses. They are also a registered representative in several states including Arkansas, California, Florida, Georgia, Missouri, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, and Virginia.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/18/2022 - Present
LPL Financial LLC (ASHEVILLE NC)
AR
01/19/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Fort Smith AR)
AR
11/15/2017 - 01/17/2018
CABOT LODGE SECURITIES LLC (Fort Smith AR)
AR
09/03/2010 - 11/13/2017
FIRST ALLIED SECURITIES, INC. (VAN BUREN AR)
AR
04/01/2003 - 09/08/2010
EDWARD JONES (FT SMITH AR)
NY
10/26/1998 - 04/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
07/02/1998 - 10/28/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/15/1997 - 07/08/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
NA
09/06/1994 - 09/15/1997
MERCHANTS INVESTMENT CENTER, INC.
NA
02/23/1988 - 06/01/1988
SWINK & COMPANY, INC.
BOTH
Issued 03/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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