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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 Curran Masterson is a financial advisor with LPL Financial LLC, a leading independent broker-dealer. John is a registered investment advisor and has been in the financial services industry since 1989. His previous employers include Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. John has a broad range of experience in providing financial advice to individuals and families, including retirement planning, investment management, and college savings. John holds the Series 7, Series 24, Series 63, and Series 65 licenses. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
CA
11/25/2009 - Present
LPL Financial LLC (SANTA MONICA CA)
CA
01/01/2008 - 11/12/2009
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
09/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEVERLY HILLS CA)
CA
05/02/2001 - 08/09/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/09/1990 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
04/16/1990 - 08/06/1990
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
03/21/1989 - 05/01/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 04/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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