Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lee Ussery is a financial advisor based in Longview, TX with over 27 years of experience in the industry. John is currently registered with LPL Financial LLC and has been with the firm since March 2021. Previously, John was with AVANTAX INVESTMENT SERVICES, INC. John holds a Series 63, SIE, and Series 6 license. John's firm, LPL Financial LLC, is a registered investment advisor with more than $50 billion in assets under management. The firm offers a variety of investment and financial planning services to individuals, families, and businesses. LPL Financial LLC is committed to providing its clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
03/26/2021 - Present
LPL Financial LLC (LONGVIEW TX)
TX
08/22/1994 - 03/31/2021
AVANTAX INVESTMENT SERVICES, INC. (Longview TX)
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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