Unclaimed
John Oldham is an investment advisor representative at First Command Advisory Services. John has been in the industry since October 21, 2014 and has a strong track record of providing financial advice to individuals and families. John is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). John holds the Series 66, Series 7, Series 24 and SIE licenses. John is also registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington and Wisconsin. John is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
1
2
TX
08/19/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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