Unclaimed
John Gorton has been a financial professional for over 25 years, holding his Series 6, Series 63, and Series 65 licenses. He has previously worked at PMG Securities Corporation, Investors Brokerage Services, Inc., Money Concepts Capital Corp., WMA Securities, Inc., Intersecurities, Inc., and Great American Advisors, Inc.. John is currently registered with Lincoln Investment in Oklahoma and Texas. John's specialties include financial planning, portfolio management for businesses and individuals, and the selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
08/02/2010 - Present
Lincoln Investment (OKLAHOMA CITY OK)
OK
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (OKLAHOMA CITY OK)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
09/08/1997 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
FL
04/22/1996 - 08/21/1997
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
GA
06/06/1994 - 12/31/1994
WMA SECURITIES, INC. (DULUTH GA)
FL
07/19/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
04/04/1985 - 01/22/1986
NEW YORK LIFE SECURITIES CORP.
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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