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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 Douglas McDermid is a financial professional with over 20 years of experience. John is currently a Registered Representative and Investment Advisor Representative of Truist Advisory Services, Inc. John has been with Truist Advisory Services since 2022. Previously John was with Carolinas Investment Consulting LLC. John is a Series 3, 7, 9, 10, 24, 63 and 65 licensed professional. John specializes in providing investment advice and financial planning services. John's prior experience includes working at TIAA-CREF Individual & Institutional Services, LLC, Lincoln Financial Advisors Corporation, Fordham Financial Management, Inc., Maxim Group LLC, Bear, Stearns & Co. Inc., Morgan Stanley DW Inc., Sanford C. Bernstein & Co., Inc., Prudential Securities Incorporated, LT Lawrence & Co., Inc., J.B. Oxford & Company, and Americorp Securities, Inc. John is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
06/04/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
02/26/2021 - 04/23/2021
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
NC
12/07/2011 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NJ
10/26/2009 - 11/28/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (PARAMUS NJ)
NY
02/12/2009 - 05/11/2009
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NY
03/04/2008 - 01/21/2009
MAXIM GROUP LLC (NEW YORK NY)
NY
07/29/2004 - 03/12/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/25/2001 - 07/12/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/13/1999 - 10/08/1999
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
05/06/1997 - 07/15/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/02/1997 - 04/21/1997
LT LAWRENCE & CO., INC. (NEW YORK NY)
CA
10/15/1996 - 04/07/1997
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
06/12/1996 - 06/25/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 08/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/30/1997
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1999
Series 3 - National Commodity Futures Examination
BC
Issued 06/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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