Unclaimed
John Brannon is an investment advisor representative with Vanguard Advisers, Inc. based in Malvern, Pennsylvania. John has been in the industry since May 2014 and holds the Series 63, 66 and SIE licenses, as well as Series 7. John is registered in 53 states and has expertise in providing financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. John also has experience working with clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
11/01/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 10/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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