Unclaimed
John Francis Lawlor is a registered representative of LPL Financial LLC. John has been working in the financial industry since 2001 and is currently registered in Connecticut, Rhode Island and South Carolina. John has experience with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. John is also an Investment Advisor Representative for LPL Financial LLC. John specializes in retirement planning, college savings, and estate planning. John is committed to providing personalized financial advice to help clients 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.
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.
1
2
SC
07/23/2012 - Present
LPL Financial LLC (GREENVILLE SC)
CT
01/01/2008 - 12/19/2008
WACHOVIA SECURITIES, LLC (DANBURY CT)
CT
05/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DANBURY CT)
BOTH
Issued 08/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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