Unclaimed
John Robinson Lahman is an Investment Advisor Representative with GWN Securities Inc. John has been in the securities industry since March 24, 2001, and has been registered with GWN Securities Inc. since August 16, 2010. Previously, John was registered with Great American Advisors, Inc. from December 4, 2006, to August 4, 2010, Stuart Securities Corp. from January 7, 2004, to December 4, 2006, and SunAmerica Securities, Inc. from March 19, 2001, to December 31, 2003. John holds a Series 6 license, a Series 63 license, and a Series 65 license. John is registered in the following states: Arizona, California, Indiana, Iowa, Rhode Island, South Carolina, and Texas. John specializes in providing financial planning services, market timing services, selection of other advisers, and portfolio management for individuals.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/16/2010 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
AZ
12/04/2006 - 08/04/2010
GREAT AMERICAN ADVISORS, INC. (PHOENIX AZ)
GA
01/07/2004 - 12/04/2006
STUART SECURITIES CORP. (NORCROSS GA)
AZ
03/19/2001 - 12/31/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 06/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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