Unclaimed
John Damon Wilhoit is a financial advisor registered with Kestra Advisory Services, LLC. John is a Kentucky-based advisor and holds Series 6, 7, 63, and 65 licenses. John has been in the industry since 2007 and has experience providing investment advice and financial planning services to individuals, corporations, pension plans, charitable organizations and insurance companies. John has an established track record of helping clients achieve their financial goals. John is committed to providing personalized financial advice and working with clients to develop a financial plan that meets their individual needs.
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.
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.
1
2
KY
02/13/2023 - Present
Kestra Advisory Services, LLC (Louisville KY)
KY
05/08/2007 - 04/25/2008
LPL FINANCIAL CORPORATION (LOUISVILLE KY)
IA
Issued 05/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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