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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Pontbriand is a financial advisor at LPL Financial LLC, a well-established firm with a broad range of services. John has been in the financial industry since 1996 and has a deep understanding of the market. John is registered to provide investment advice in multiple states, including Massachusetts, New Hampshire, and Texas. John is also a Chartered Financial Analyst (CFA), which signifies their commitment to high ethical standards and professional knowledge. John's extensive experience, coupled with their dedication to client success, makes them a valuable resource for individuals and families seeking comprehensive financial guidance.
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.
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2
NH
01/10/2007 - Present
LPL Financial LLC (HAMPTON NH)
MA
08/20/2004 - 12/20/2006
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
NY
02/01/1999 - 10/30/2000
BTM FINANCIAL SERVICES, INC. (NEW YORK NY)
CT
10/27/1997 - 11/06/1998
ADVEST, INC. (HARTFORD CT)
NA
11/16/1992 - 11/14/1997
IRONWOOD CAPITAL LTD.
IA
Issued 12/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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