Unclaimed
John Marvin Houchin is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Raymond James Financial Services Advisors, Inc. John has been with Raymond James Financial Services Advisors, Inc. since June 2017. Prior to that, John was employed by WELLS FARGO CLEARING SERVICES, LLC. John provides financial advice and portfolio management services to individuals, businesses, and institutions. John is a Series 7, Series 10, Series 9, Series 63, and Series 65 licensed professional. John is also a Registered Representative of FINRA and is a member of the Financial Industry Regulatory Authority (FINRA). John's specializations include investments, retirement planning, estate planning, and insurance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/30/2019 - Present
Raymond James Financial Services Advisors, Inc. (PALM BEACH GARDENS FL)
FL
01/16/2008 - 06/08/2017
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH GARDENS FL)
FL
04/01/1998 - 01/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (JUPITER FL)
FL
03/01/1994 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
VA
01/18/1993 - 03/11/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
07/18/1991 - 01/04/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 06/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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