Unclaimed
John Coll is a financial advisor with over 30 years of experience in the industry. John currently works at LPL Financial LLC in the King of Prussia, PA office. Prior to joining LPL Financial LLC, John worked for OSAIC FA, INC. John has a broad background in finance and has held various positions throughout their career, including those with Lincoln Financial Advisors Corporation, Cigna Financial Advisors, INC., and Pruco Securities Corporation. John is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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
PA
08/14/2024 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
08/10/2007 - 08/19/2024
OSAIC FA, INC. (BERWYN PA)
PA
01/19/2005 - 08/21/2007
MULTI-FINANCIAL SECURITIES CORPORATION (PHOENIXVILLE PA)
IN
06/01/1998 - 01/20/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
05/17/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NJ
10/13/1992 - 03/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
OH
03/21/1989 - 02/13/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 06/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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