Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Franklin Stoner is a financial advisor registered with LPL Financial LLC, with offices in Charlotte, NC. John has been active in the financial services industry since June 1993 and has worked with a variety of financial services firms in the Charlotte area.
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
NC
11/29/2023 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
02/17/2021 - 12/06/2023
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/09/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (CHARLOTTE NC)
NC
10/01/2000 - 10/09/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
05/05/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/03/1998 - 05/07/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
03/05/1998 - 05/05/1999
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NA
04/08/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NC
04/06/1994 - 03/10/1998
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CT
06/23/1993 - 04/21/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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