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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 Passey is a financial advisor with over 15 years of experience in the industry. John is registered with Good Life Advisors, LLC. John has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. John is committed to helping clients achieve their financial goals through a personalized approach. John has a wide range of experience in working with clients of all types, including high-net-worth individuals, families, businesses, and charitable organizations. John is a licensed agent in multiple states and holds the Series 7, Series 63, and Series 66 licenses. John is also a Registered Investment Advisor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Planning subscription fee
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NC
12/04/2024 - Present
Good Life Advisors, LLC (HOLLY SPRINGS NC)
NC
01/22/2008 - 06/21/2012
EDWARD JONES (HOLLY SPRINGS NC)
MO
03/09/2007 - 06/18/2007
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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