Invested Better
Unclaimed

Unclaimed

Unclaimed

John Burr McKeehan

Lincoln Financial Distributors, Inc.

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 Burr McKeehan

John Burr McKeehan is a financial advisor with Lincoln Financial Distributors, Inc. John has been in the financial services industry since 1996. John is licensed in Arizona, California, Colorado, Hawaii, and Nevada.

Firm Information

John McKeehan is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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.

Find Your Ideal Financial Advisor

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 McKeehan’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

01/03/2013 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

MA

05/20/2010 - 11/05/2012

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

CA

04/13/2007 - 04/01/2010

NRP FINANCIAL, INC. (SAN JUAN CAPISTRANO CA)

CA

05/08/2006 - 04/26/2007

LINSCO/PRIVATE LEDGER CORP. (SANTA MARGARITA CA)

CA

03/04/2004 - 04/27/2006

CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)

NY

01/20/1997 - 02/27/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

06/05/1996 - 01/13/1997

DAEHAN SECURITIES, INC. (LOS ANGELES CA)

FL

04/04/1996 - 05/22/1996

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

Not sure if John Burr McKeehan is right for you?

Licenses & Designations

IA

Issued 02/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/03/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 04/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Burr McKeehan.
Not sure if John Burr McKeehan is right for you?