Unclaimed
John Anderson is a financial advisor with over 15 years of experience in the industry. John is currently registered with LPL Financial LLC, providing financial advice in Kentucky and across various other states. John previously worked with Edward Jones and has a wide range of experience in helping clients with their financial planning, retirement planning and investment needs. John's commitment to serving clients is evident in his numerous positive reviews, showing his dedication to creating personalized solutions for each of his clients.
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.
1
2
KY
11/30/2023 - Present
LPL Financial LLC (BARDSTOWN KY)
KY
07/14/2008 - 12/01/2023
EDWARD JONES (Bardstown KY)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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