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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 Brackett has over 45 years of experience in the financial industry, specializing in investment advisory services. John is a registered investment advisor with Cetera Investment Advisers LLC. Cetera Investment Advisers is an investment advisor registered with the SEC with over 100 Billion dollars in assets under management. John is also a Regional Director at BAR FINANCIAL, LLC which is a related business. John has earned the SIE, Series 7, Series 1 and Series 24 licenses and is a member of FINRA and is also registered with the state of California.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (CONCORD CA)
NM
06/01/1999 - 01/27/2006
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
MA
04/23/1999 - 06/01/1999
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/09/1978 - 08/22/1983
UNIVERSITY SECURITIES CORPORATION
NA
02/01/1977 - 07/09/1978
PUTNAM FUND DISTRIBUTORS, INC.
BC
Issued 7/1/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
BC
Issued 1/2/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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