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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 Charles Lydick is a financial advisor with Equitable Advisors, LLC based in Panama City Beach, FL. John Charles has over 20 years of experience in the financial services industry and holds a Series 66, Series 7, Series 9 and Series 10 licenses. John Charles has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Harbor Financial Services, LLC, and Raymond James Financial Services, Inc. John Charles specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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FL
08/15/2024 - Present
Equitable Advisors, LLC (PANAMA CITY BEACH FL)
FL
11/19/2019 - 08/19/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PANAMA CITY FL)
FL
05/04/2007 - 12/16/2019
HARBOR FINANCIAL SERVICES, LLC (PANAMA CITY FL)
FL
02/13/2003 - 05/11/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (PANAMA CITY FL)
MN
12/13/2002 - 01/31/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 06/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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