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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 Clayton Werner is a financial advisor at LPL Financial LLC with over 39 years of experience in the industry. John has been with LPL since March 2021, but he also has extensive experience with other firms such as Sagepoint Financial, Inc. and American General Securities Incorporated. John is licensed in several states, including Alaska, Arizona, Florida, Illinois, Michigan, Minnesota, New Mexico, Utah and Wisconsin. John holds the Series 6 and Series 63 licenses and the SIE exam. John specializes in portfolio management, financial planning, and pension consulting.
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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CA
03/31/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
WI
10/31/2008 - 04/05/2021
SAGEPOINT FINANCIAL, INC. (LUXEMBURG WI)
WI
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (LUXEMBURG WI)
TX
07/27/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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