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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 Margeson is a financial advisor with Truist Advisory Services, Inc. John has been in the financial industry since September 11, 1993. John has a wealth of experience serving clients with investment management, financial planning, and other financial services. John's experience in the industry spans many firms, including Park Avenue Securities LLC, Carter, Terry & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MidSouth Capital, Inc. John holds Series 7, 63, 65 and 24 licenses and is registered to provide investment advice in Georgia. John is committed to providing high-quality advice and service to clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
09/06/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
03/21/2012 - 08/19/2015
PARK AVENUE SECURITIES LLC (ATLANTA GA)
GA
01/22/2010 - 01/31/2011
CARTER, TERRY & COMPANY, INC. (ATLANTA GA)
GA
07/31/2008 - 07/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
03/18/2008 - 06/20/2008
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
11/10/1998 - 12/31/2007
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
09/20/1994 - 11/13/1998
ATTKISSON, CARTER & AKERS, INCORPORATED (ATLANTA GA)
NC
01/31/1994 - 08/25/1994
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
08/26/1991 - 02/04/1994
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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