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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 Samuel Dolan is a financial advisor associated with LPL Financial LLC, a registered investment advisor and broker-dealer headquartered in Fort Mill, South Carolina. John has been in the financial services industry since 1998. John's primary focus is on providing investment advice to individuals, families, and businesses. John has a wide range of experience and holds licenses to provide investment advice across a wide variety of financial products and services. John has a Series 7, Series 63, and Series 24 license, which allows John to provide financial advice and investment management services, and John's primary business is conducted through LPL Financial LLC.
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
NH
08/14/2007 - Present
LPL Financial LLC (BEDFORD NH)
NH
11/18/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (BEDFORD NH)
MA
10/22/2001 - 11/13/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
TX
01/31/2000 - 12/22/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
TX
01/22/1998 - 12/31/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 11/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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