Unclaimed
John Richard Stinson is an investment advisor representative with over 30 years of experience in the financial services industry. John is registered with LPL Financial LLC and has been with the firm since 2012. Previously, John was employed with CIGNA Securities, Inc. John holds a Series 63, 66, and 7 licenses and a SIE certification. John specializes in working with high-net-worth individuals, corporations, individuals other than high-net-worth, and charitable organizations. In addition to his work at LPL Financial, John is also affiliated with Pecan Street Insurance and Financial Services, Inc., providing fixed insurance, P&C, and non-variable insurance.
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.
1
2
TX
01/28/2013 - Present
LPL Financial LLC (AUSTIN TX)
NA
02/19/1992 - 12/31/1992
CIGNA SECURITIES, INC.
BOTH
Issued 01/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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