Unclaimed
John Irby is a financial advisor with over 30 years of experience in the industry. He is currently registered with Janney Montgomery Scott LLC and has previously worked at BB&T Securities, LLC and Scott & Stringfellow, LLC. John holds both Series 7 and Series 63 licenses as well as a Series 65 license, which qualifies him to provide investment advice. John's experience and qualifications make him well-equipped to help clients with a variety of financial needs.
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.
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.
Fee plus commission
1
2
NC
01/27/2016 - Present
Janney Montgomery Scott LLC (RALEIGH NC)
NC
01/02/2013 - 02/09/2016
BB&T SECURITIES, LLC (RALEIGH NC)
NC
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
VA
09/01/1995 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
09/24/1987 - 09/25/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 12/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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