Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Beavin is a financial professional with over 20 years of experience in the industry. John is currently registered with LPL Financial LLC and is licensed to provide financial advice in Florida, Indiana, Kentucky, and Minnesota. Previously, John was affiliated with INVEST FINANCIAL CORPORATION and SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.. John specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. John holds Series 6 and Series 63 licenses and the SIE exam. John also has a strong understanding of insurance and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KY
02/14/2018 - Present
LPL Financial LLC (VINE GROVE KY)
KY
10/29/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (VINE GROVE KY)
MS
07/18/2000 - 12/31/2009
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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