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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Russell Carpani is a financial advisor registered with LPL Enterprise, LLC. John Russell Carpani has been in the industry since December 18, 2007. John Russell Carpani provides financial planning and portfolio management services to individuals and businesses. John Russell Carpani is also a registered investment advisor in Pennsylvania. In the past, John Russell Carpani has been associated with Lincoln Financial Advisors Corporation, Allied Beacon Partners, Inc., Financial Network Investment Corporation, PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and Directed Services, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
NJ
05/07/2014 - 09/17/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
VA
06/12/2012 - 07/23/2012
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
PA
09/28/2010 - 05/17/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
10/03/2007 - 09/20/2010
PNC INVESTMENTS (LANSDALE PA)
PA
01/31/2007 - 09/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
09/30/2005 - 07/19/2006
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
PA
08/07/2001 - 10/31/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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