Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lance Lahourcade is a financial advisor working with Captrust in San Antonio, TX. John has over 30 years of experience in the financial industry, including previous roles at Presidio Financial Services and Fidelity Brokerage Services. John has extensive experience in financial planning, portfolio management, and pension consulting. John is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/18/2019 - Present
Captrust (San Antonio TX)
TX
12/07/1982 - 10/02/2000
PRESIDIO FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NA
12/08/1982 - 06/25/1999
PRESIDIO FINANCIAL SERVICES, INC.
NA
01/16/1982 - 01/12/1983
FIDELITY BROKERAGE SERVICES, INC.
BC
Issued 08/16/1983
Series 24 - General Securities Principal Examination
BC
Issued 05/03/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/07/1982
Series 4 - Registered Options Principal Examination
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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