Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bellingham is a financial advisor who has been in the industry since February 1987. John is currently registered with LPL Financial LLC and has been with the firm since March 2022. John has also held previous positions with GENEOS WEALTH MANAGEMENT, INC., ROYAL ALLIANCE ASSOCIATES, INC., PRIMEVEST FINANCIAL SERVICES, INC., COMPULIFE INVESTOR SERVICES, INC., PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, and A. G. EDWARDS & SONS, INC.. John holds a Series 7, Series 24, and Series 63 licenses. John also holds the Certified Financial Planner designation. John works with clients of all types including high net worth individuals, corporations, and charitable organizations.
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.
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2
NC
03/24/2022 - Present
LPL Financial LLC (BURLINGTON NC)
NC
03/31/2010 - 03/25/2022
GENEOS WEALTH MANAGEMENT, INC. (BURLINGTON NC)
NC
01/13/2006 - 04/05/2010
ROYAL ALLIANCE ASSOCIATES, INC. (BURLINGTON NC)
NJ
06/06/2001 - 01/17/2006
PRIMEVEST FINANCIAL SERVICES, INC. (DUNNELLEN NJ)
MN
09/18/1989 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NA
01/10/1989 - 06/05/1989
PRUCO SECURITIES CORPORATION
NA
01/10/1989 - 06/05/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
09/24/1986 - 11/25/1988
A. G. EDWARDS & SONS, INC.
BC
Issued 12/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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