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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 Saylor is a financial advisor with over 30 years of experience in the financial services industry. John Paul has been registered with LPL Financial LLC since 2015, and has previously worked with firms such as First Allied Securities, Inc. and National Planning Corporation. John Paul holds Series 6, 63, and 65 licenses, as well as the SIE exam. John Paul specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and institutions. John Paul is dedicated to helping clients achieve their financial goals, and is committed to providing personalized service and expert advice.
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
CA
12/16/2016 - Present
LPL Financial LLC (CONCORD CA)
CA
10/12/2012 - 03/16/2015
FIRST ALLIED SECURITIES, INC. (ALAMO CA)
CA
10/17/2008 - 10/05/2012
NATIONAL PLANNING CORPORATION (WALNUT CREEK CA)
CA
07/31/2008 - 10/17/2008
AIG FINANCIAL ADVISORS, INC. (WALNUT CREEK CA)
CO
03/02/2005 - 08/01/2008
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
11/27/2002 - 10/25/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MA
11/07/1996 - 06/21/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
NY
01/26/1994 - 01/22/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
11/24/1989 - 08/11/1992
G. R. PHELPS & CO., INC.
CA
03/20/1989 - 10/18/1989
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
08/31/1988 - 04/24/1989
MML INVESTORS SERVICES, INC.
NA
02/17/1989 - 04/01/1989
F & G SECURITIES, INC.
IA
Issued 04/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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