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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 Dallas McKinnon is an investment advisor representative with Equitable Advisors, LLC. John has been in the financial services industry since 1990 and is registered with the state of California as both a Broker and an Investment Advisor Representative. John is a Certified Financial Planner and holds the Series 7, Series 24, Series 63, and Series 65 licenses. John's previous firms include Lincoln Financial Advisors Corporation and LPL Financial Corporation.
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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2
CA
05/15/2024 - Present
Equitable Advisors, LLC (NEWPORT BEACH CA)
CA
10/16/2009 - 05/14/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
CA
08/02/2005 - 10/30/2009
LPL FINANCIAL CORPORATION (REDLANDS CA)
CA
05/02/2001 - 07/01/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/19/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
05/22/1991 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
05/22/1990 - 05/15/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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