Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Canavan is a registered investment advisor representative with TLG Advisors, Inc. John has been in the financial industry since 1996. John holds the Series 6, Series 22, Series 63, and Series 65 securities licenses. John is also a Chartered Financial Consultant. In addition to John's role at TLG Advisors, Inc., John also works as an Independent Insurance Agent. John has a strong background in investment advisory services including financial planning, pension consulting, and educational seminars. John has also worked for a number of other firms over the years. John is a registered investment advisor in California, New Jersey, New York, and North Carolina.
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.
Placement of institutional funds
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
CO
10/27/2023 - Present
TLG Advisors, Inc. (LITTLETON CO)
FL
11/03/2017 - 06/01/2020
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
NY
07/20/2007 - 12/22/2008
K&Z PARTNERS, LLC (NEW YORK NY)
NJ
07/23/1999 - 07/23/2007
EQUITY SERVICES, INC. (CEDAR KNOLLS NJ)
NY
05/03/1999 - 07/22/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/09/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/05/1995 - 12/31/1996
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/04/1990 - 01/05/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
05/22/1987 - 09/07/1990
W.D.R. EQUITY RESOURCES, INC.
BC
Issued 12/19/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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