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 Livingston is a financial advisor who is currently registered with NFP Retirement Inc. John has been in the industry since 1992 and has experience with financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. John is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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CA
01/10/2012 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
TX
08/01/2014 - 04/02/2018
KESTRA INVESTMENT SERVICES, LLC (DALLAS TX)
TX
10/12/2009 - 07/22/2014
FINANCIAL TELESIS INC (DALLAS TX)
TX
05/23/2006 - 08/07/2009
MMC SECURITIES CORP. (DALLAS TX)
NY
02/10/2000 - 04/07/2006
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IN
01/01/1996 - 01/18/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
CA
05/05/1995 - 11/22/1995
ACG CAPITAL CORPORATION (PLEASANT HILL CA)
MI
09/23/1992 - 05/02/1995
ROYAL MACCABEES SECURITIES COMPANY (SOUTHFIELD MI)
IA
Issued 01/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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