Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Per Osullivan is a financial advisor with over 20 years of experience in the industry. John currently works at Per Stirling Capital Management, LLC where John is a Managing Member. John holds a Series 7 and Series 66 licenses and is registered to provide investment advice in Florida, Louisiana, New York and Texas. John has also held previous roles with CHOICE INVESTMENTS, INC. and DIRECT CAPITAL SECURITIES, INC. in Austin, Texas. Prior to joining Per Stirling Capital Management, LLC, John was with Lucien, Stirling & Gray Financial Corporation. John has a strong focus on providing financial planning and investment advice to individuals and businesses.
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.
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.
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.
Promoter fees
1
2
TX
11/19/2009 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
09/29/2009 - 10/20/2011
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
02/05/2009 - 08/18/2009
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
TX
06/13/2005 - 03/28/2007
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
03/29/2002 - 06/23/2005
LUCIEN, STIRLING & GRAY FINANCIAL CORPORATION (AUSTIN TX)
BOTH
Issued 07/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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