Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Godshall is a financial advisor with over 20 years of experience in the industry. John is currently registered with LPL Financial LLC, where John has been employed since March 2023. John previously worked with Barings Securities LLC, Cantor Fitzgerald & Co., Raymond James & Associates, Inc., Wachovia Capital Markets, LLC, and First Union Capital Markets Corp. John specializes in providing financial advice and services to individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. John holds the Series 7 and Series 63 licenses, along with the Securities Industry Essentials Examination.
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
03/28/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/17/2016 - 11/08/2021
BARINGS SECURITIES LLC (CHARLOTTE NC)
NC
09/11/2012 - 09/28/2016
CANTOR FITZGERALD & CO. (CHARLOTTE NC)
NC
02/05/2008 - 09/13/2012
RAYMOND JAMES & ASSOCIATES, INC. (CHARLOTTE NC)
NC
07/01/2003 - 11/19/2007
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/26/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 04/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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