Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dolan is a financial advisor with Allworth Financial, LP. John has been in the industry for over 30 years. John holds Series 7, 24, 63 and 65 licenses. In addition to his role at Allworth Financial, LP, John also works as the CFO for Expert Financial Systems, LLC. John specializes in financial planning, portfolio management for individuals and businesses, educational seminars and pension consulting. John previously worked at Cullum & Sandow Securities, Inc., FSC Securities Corporation and Ogilvie & Taylor Securities Corporation. John's current registration is in Texas as an Investment Advisor Representative.
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.
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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2
CA
01/07/2020 - Present
Allworth Financial, LP (SACRAMENTO CA)
TX
06/27/1991 - 09/19/1995
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
GA
02/17/1988 - 07/24/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
IL
08/19/1986 - 12/31/1987
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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