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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 Harrison Lindsey is a financial advisor with over 27 years of experience in the industry. John has worked with several firms including CETERA ADVISOR NETWORKS LLC, Girard Securities, Inc., and Centaurus Financial, Inc. John is currently registered as a Registered Representative and Investment Advisor Representative with Vanguard Advisers, Inc. John has a Series 63 and 65 license, and has earned the Certified Financial Planner designation. John is committed to providing personalized financial advice to clients.
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.
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
PA
06/10/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
11/01/2017 - 04/28/2020
CETERA ADVISOR NETWORKS LLC (LANGHORNE PA)
PA
12/02/2015 - 11/01/2017
GIRARD SECURITIES, INC. (LANGHORNE PA)
PA
03/16/2012 - 12/02/2015
CENTAURUS FINANCIAL, INC. (LANGHORNE PA)
CA
09/16/2010 - 02/21/2012
KBR CAPITAL MARKETS, LLC (PALO ALTO CA)
PA
03/02/2009 - 09/23/2010
ALLSTATE FINANCIAL SERVICES, LLC (PHOENIXVILLE PA)
ME
01/02/2009 - 01/30/2009
HIGHMARK FUNDS DISTRIBUTORS, INC. (PORTLAND ME)
ME
01/02/2008 - 12/31/2008
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
06/26/2000 - 12/31/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
DE
04/12/1999 - 05/12/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
NE
10/31/1995 - 09/23/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
WI
09/26/1994 - 07/17/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
09/13/1993 - 05/06/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
11/09/1992 - 08/27/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 09/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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