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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lawrence Barbrick is an investment advisor representative at Executive Wealth Management, LLC. John has been in the industry for over 18 years and has a wide range of experience. John holds Series 6, 63, and 65 licenses, as well as the SIE. John provides financial planning, portfolio management, and educational seminars to individuals, businesses, and pooled investment vehicles. John has a strong track record of helping 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.
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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MI
01/20/2023 - Present
Executive Wealth Management, LLC (BRIGHTON MI)
MI
06/01/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Ludington MI)
MI
02/06/2009 - 06/02/2017
INVEST FINANCIAL CORPORATION (LUDINGTON MI)
MI
04/04/2007 - 02/06/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTVILLE MI)
MI
02/04/2005 - 03/22/2007
LINSCO/PRIVATE LEDGER CORP. (LUDINGTON MI)
IA
Issued 10/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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