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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 Graton Gillespie is a financial advisor who has been in the industry for over 26 years. John currently works for Dynamic Wealth Advisors, focusing on providing financial planning and portfolio management for businesses and individuals. John has a history of working with a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining Dynamic Wealth Advisors, John worked for firms such as Purshe Kaplan Sterling Investments, SagePoint Financial, Inc. and SunAmerica Securities, Inc. In addition to being a Registered Investment Advisor, John is also a licensed insurance agent. John is committed to providing his clients with personalized financial guidance that meets their unique needs.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
06/17/2020 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
OK
07/27/2009 - 12/31/2018
PURSHE KAPLAN STERLING INVESTMENTS (BETHANY OK)
OK
10/31/2005 - 07/29/2009
SAGEPOINT FINANCIAL, INC. (BETHANY OK)
AZ
10/02/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CO
04/06/1995 - 10/16/1997
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
12/16/1992 - 04/13/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
03/03/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
01/16/1984 - 03/13/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/25/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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