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John Joseph Moynihan

Diversified Financial Advisors, LLC

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About John Joseph Moynihan

John Joseph Moynihan is a financial advisor in Town and Country, MO and is registered with Diversified Financial Advisors, LLC. John has been in the financial services industry since 1984 and has experience in both Broker-Dealer and Investment Advisor. John is registered to provide advisory services in 27 states, including Missouri, Texas and several others. John's primary specializations include: Retirement Planning, Asset Allocation, Retirement Income Strategies, and Estate Planning.

Firm Information

John Moynihan is currently registered with Diversified Financial Advisors, LLC. Diversified Financial Advisors, LLC is an investment advisor headquartered in TOWN AND COUNTRY, MO. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit sharing plans. They have approximately $451 million in regulatory assets under management.
Diversified Financial Advisors, LLC

14323 SOUTH OUTER FORTY DRIVE

TOWN AND COUNTRY, MO 63017

$451.19M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Moynihan’s Registration & Firm History

MO

01/01/2008 - Present

Diversified Financial Advisors, LLC (TOWN AND COUNTRY MO)

MO

03/31/1989 - 09/08/2009

MUTUAL SERVICE CORPORATION (TOWN & COUNTRY MO)

IL

11/13/1986 - 11/20/1989

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

FL

06/18/1986 - 03/31/1989

LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)

NA

08/16/1984 - 01/31/1986

SENTRA SECURITIES CORPORATION

NA

08/24/1983 - 08/31/1984

HOME LIFE EQUITY SALES CORP.

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Licenses & Designations

IA

Issued 11/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

BC

Issued 08/23/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Joseph Moynihan. Review regulatory record here.
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