Unclaimed
John Rodney Engh is a financial advisor at LPL Financial LLC. John has been in the financial services industry for over 14 years, and he has a broad range of experience in providing investment advice to individuals and businesses. John holds a Series 66 and Series 7 license, and he is also a Certified Financial Planner. John is committed to providing his clients with personalized financial advice that is tailored to their specific needs and goals. He is dedicated to helping clients achieve their financial objectives, whether it be saving for retirement, paying for college, or protecting their assets.
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
UT
11/01/2019 - Present
LPL Financial LLC (COTTONWOOD HEIGHTS UT)
UT
01/28/2009 - 11/01/2019
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 03/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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