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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 Franklin Roberts is a financial advisor with Kestra Advisory Services, LLC. John has been in the industry since 2006 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. John specializes in providing financial advice to high-net-worth individuals, corporations, and institutions. He holds a Series 63 and Series 66 license, as well as Series 4, Series 53, and Series 24 licenses. John has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial solutions.
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.
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.
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2
TX
04/19/2016 - Present
Kestra Advisory Services, LLC (Bastrop TX)
TX
12/02/2009 - 10/24/2013
VERITRUST FINANCIAL, LLC (AUSTIN TX)
TX
06/19/2006 - 11/18/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/29/2006 - 06/21/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2013
Series 4 - Registered Options Principal Examination
BC
Issued 04/03/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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