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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 Joseph Atkinson is an investment advisor representative with LPL Financial LLC. John has been in the financial services industry since 2004 and has held prior positions at KESTRA INVESTMENT SERVICES, LLC and VANGUARD MARKETING CORPORATION. John is registered with FINRA, the SEC and in 53 states to provide investment advisory and brokerage services. John is dedicated to helping clients achieve their financial goals and has a proven track record of success.
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
01/09/2024 - Present
LPL Financial LLC (HANAHAN SC)
NC
10/23/2019 - 06/03/2022
KESTRA INVESTMENT SERVICES, LLC (Charlotte NC)
PA
09/13/2004 - 08/02/2019
KESTRA INVESTMENT SERVICES, LLC (Warrington PA)
PA
10/14/1999 - 02/08/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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