Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn L. Simmons is a financial advisor who has been in the industry since 1999. John is currently registered with Lincoln Investment, Capital Analysts and Shepherd Financial Investment Advisory LLC. John has been in the industry for over 20 years and has a proven track record of success. John is a highly qualified and experienced financial advisor with a wide range of knowledge and expertise. John is committed to providing clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
08/17/2017 - Present
Lincoln Investment (Carmel IN)
IN
10/31/2008 - 08/22/2017
SAGEPOINT FINANCIAL, INC. (INDIANAPOLIS IN)
IN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (FISHERS IN)
TX
01/22/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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