Unclaimed
John Daniel Landrum is a financial advisor with Legacy Wealth Advisors, Inc.. John is a registered representative with Series 7, Series 6 and Series 63 licenses. John is a Personal Financial Specialist and provides insurance services through HD Vest Insurance Agency. John has been in the financial industry since 1993 and has experience in portfolio management for individuals and businesses, as well as financial planning. John is also a registered investment advisor representative in Texas.
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.
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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TX
11/16/2021 - Present
Legacy Wealth Advisors, Inc. (WAXAHACHIE TX)
TX
12/16/1993 - 08/25/2008
H.D. VEST INVESTMENT SERVICES (WAXAHACHIE TX)
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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