Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Wilburn is a financial advisor with Momentum Independent Network Inc. John has been in the financial industry since January 5, 1986. He is registered as a broker-dealer and investment advisor in Florida, Indiana, Louisiana, and Texas. John has Series 6, 63, and 65 licenses. John also holds the Certified Financial Planner designation. John has been a financial advisor with Momentum Independent Network Inc. since August 2012. Before that, he was with Lewis Financial Group, L.C. in Shreveport, LA. John's specializations include retirement planning, education planning, estate planning, insurance and long-term care planning, and business succession planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
12b-1 fees
1
2
LA
02/21/2020 - Present
Momentum Independent Network Inc. (SHREVEPORT LA)
LA
10/27/2000 - 08/28/2012
LEWIS FINANCIAL GROUP, L.C. (SHREVEPORT LA)
AZ
10/23/2000 - 10/27/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
06/18/1989 - 09/28/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/20/1989 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
12/13/1985 - 05/13/1989
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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