Unclaimed
John Michael Durkan is a financial advisor at LPL Financial LLC. John has been in the industry since 1983, working at various firms such as BOENNING & SCATTERGOOD, INC., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. John's expertise lies in offering a wide range of financial services to clients, including financial planning, portfolio management, and consulting. His primary focus is on providing individuals, businesses, and charitable organizations with the guidance and support they need to achieve their financial goals. With a deep understanding of the industry and a strong commitment to client satisfaction, John is dedicated to building long-term relationships and helping clients navigate the complexities of the financial world.
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
PA
02/01/2023 - Present
LPL Financial LLC (BERWYN PA)
PA
09/14/2012 - 02/08/2023
BOENNING & SCATTERGOOD, INC. (BERWYN PA)
PA
06/01/2009 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (BERWYN PA)
PA
10/07/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCRANTON PA)
PA
04/27/1987 - 11/04/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NA
06/12/1986 - 05/02/1987
LEGG MASON WARREN YORK, INC.
NA
05/21/1985 - 07/22/1985
LEGG MASON WOOD WALKER, INCORPORATED
NA
03/05/1985 - 05/21/1985
COLLINGS LEGG MASON, INC.
NA
10/03/1984 - 02/22/1985
JANNEY MONTGOMERY SCOTT INC.
NA
02/09/1983 - 09/28/1984
ADVEST, INC.
NA
12/21/1982 - 05/16/1983
FIRST JERSEY SECURITIES, INC.
BC
Issued 07/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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