Unclaimed
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 is an investment advisor representative with Cetera Investment Advisers LLC. John has been in the financial services industry since 1977. John is licensed in California and has been registered with the state since 1984. John has earned the Series 1, Series 7, and Series 24 licenses and is a member of FINRA. John has worked with a number of firms throughout his career, including Talbot Financial Services, Inc. in Albuquerque, NM, Safeco Investment Services, Inc. in Boston, MA, University Securities Corporation, and Putnam Fund Distributors, Inc. John is also the regional director of BAR FINANCIAL, LLC.
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.
1
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 07/01/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure John Brackett is the right advisor for you? Invested Better is here to help.
