Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Reeves Bourland is a financial advisor with LPL Enterprise, LLC. John has been in the financial services industry since 1986 and has experience in a variety of roles, including investment advisor representative, securities agent, and financial planner. John holds Series 6, 7, 63, and 65 licenses and is a Chartered Financial Consultant. John is registered to provide financial advice in Connecticut, Florida, Pennsylvania, and Vermont. John is committed to providing personalized financial advice to individuals and families to help them reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/20/2024 - Present
LPL Enterprise, LLC (TAMPA FL)
VT
03/25/2017 - 12/31/2020
MML INVESTORS SERVICES, LLC (COLCHESTER VT)
VT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
06/18/1992 - 01/02/2015
NEW ENGLAND SECURITIES (COLCHESTER VT)
NY
06/14/1993 - 02/07/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
03/06/1990 - 05/27/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
11/10/1988 - 03/10/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
09/23/1985 - 10/24/1988
EQUITY SERVICES, INC.
NA
11/15/1984 - 09/27/1985
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 03/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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