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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 Baxley is a financial advisor with Merit Financial Advisors. John has been in the financial services industry since 1999. John holds the following licenses: Series 7, Series 24, Series 27, Series 4, Series 52, Series 53, Series 63, and Series 65. John is also a Certified Financial Planner. John has experience working with individuals, high net worth individuals, corporations, and charitable organizations.
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.
Consulting fees
1
2
TN
11/07/2023 - Present
Merit Financial Advisors (Knoxville TN)
SC
11/03/2023 - 08/16/2024
LPL FINANCIAL LLC (FORT MILL SC)
GA
11/20/2022 - 11/03/2023
LAMON & STERN, INC. (ATLANTA GA)
TN
05/28/2021 - 11/03/2023
SILVER OAK SECURITIES, INCORPORATED (Knoxville TN)
IA
09/04/2019 - 05/24/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
01/10/2017 - 07/02/2019
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
TN
08/14/2006 - 12/31/2018
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
TN
08/02/2001 - 08/11/2006
LANDOAK SECURITIES, LLC (KNOXVILLE TN)
MN
04/23/2001 - 08/07/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/2001 - 08/07/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
01/25/2001 - 04/10/2001
INVESMART SECURITIES, LLC (PITTSBURGH PA)
TN
06/22/2000 - 08/31/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MN
05/11/1999 - 06/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/11/1999 - 06/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/2002
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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