Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carter Gillis is a financial advisor currently registered with LPL Financial LLC. John is a licensed broker and investment advisor representative with a broad range of experience, having been in the industry since 1996. John holds licenses to conduct business in multiple states and is committed to providing clients with personalized financial advice and guidance. John's career has spanned across various firms including Ameriprise Financial Services, Inc. and IDS Life Insurance Company. In addition to providing investment advice, John also provides consulting and other non-discretionary advisory services to clients through JCG LLC, a business entity John manages.
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.
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VA
07/30/2019 - Present
LPL Financial LLC (CHESAPEAKE VA)
VA
07/15/1996 - 07/31/2019
AMERIPRISE FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
MN
07/15/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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