Unclaimed
John Ireland is a financial advisor with LPL Financial LLC in BIRMINGHAM, AL. John has over 20 years of experience in the financial services industry. John is registered with the state of Alabama as an investment advisor representative (IAR). John is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative (RR).
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
AL
11/19/2019 - Present
LPL Financial LLC (BIRMINGHAM AL)
AL
03/09/2017 - 08/15/2019
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM AL)
AL
10/20/2015 - 01/24/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
11/26/2012 - 07/16/2014
PNC INVESTMENTS (BIRMINGHAM AL)
AL
10/20/2011 - 11/14/2012
BB&T INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
10/17/2005 - 10/26/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
NY
01/18/2000 - 11/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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