Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph McGlothlin is a financial advisor based in Austin, TX. John is an Investment Advisor Representative of Southwest Retirement Advisors, LLC. John holds the Series 65 license and is a Certified Financial Planner. John has been working in the financial services industry since August 2017. His experience includes working for Southwest Retirement Consultants and Kelly School of Business, Indiana University. John's firm, Southwest Retirement Advisors, LLC provides financial planning and portfolio management for individuals. They manage approximately $72,466,593 in assets for 170 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.
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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TX
10/31/2017 - Present
Southwest Retirement Advisors, LLC (AUSTIN TX)
IA
Issued 10/31/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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