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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 Henly Chaulklin has been working in the financial industry since September 1, 1992. John is currently registered with LPL Financial LLC in North Carolina and Texas. John has a long history of experience in the financial industry, having worked at several firms including Capital Investment Group, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., J.C. Bradford & Co., Prudential Securities Incorporated, Dickinson & Co., and F.N. Wolf & Co., Inc.. John offers a variety of financial services to individuals, businesses, and charitable organizations. John is dedicated to providing clients with personalized financial advice and strategies that help them achieve their financial goals.
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
NC
06/29/2015 - Present
LPL Financial LLC (BURLINGTON NC)
NC
08/29/2003 - 09/23/2011
CAPITAL INVESTMENT GROUP, INC. (BURLINGTON NC)
KY
12/13/1999 - 09/04/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
11/20/1998 - 01/07/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/03/1996 - 11/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
07/08/1994 - 06/12/1996
DICKINSON & CO. (DES MOINES IA)
NA
09/02/1992 - 07/26/1994
F.N. WOLF & CO., INC.
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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