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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 Karrant is a financial advisor with over 35 years of experience in the industry. John is currently registered with Avantax Advisory Services and has been with them since January 2020. Before joining Avantax, John worked at Cabot Lodge Securities LLC and Wilbanks Securities, Inc. John holds Series 7, 9, 10, 63 and 65 licenses. John provides financial planning and portfolio management services to individuals, businesses and retirement plans. John specializes in retirement planning, college savings, and estate planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AR
01/22/2020 - Present
Avantax Advisory Services (Fort Smith AR)
AR
05/28/2017 - 01/21/2020
CABOT LODGE SECURITIES LLC (Fort Smith AR)
OK
03/10/2016 - 06/27/2017
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
AR
02/13/2013 - 02/05/2016
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
06/09/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. SMITH AR)
AR
05/07/2001 - 06/14/2006
MORGAN STANLEY DW INC. (FORT SMITH AR)
NY
07/31/1993 - 05/15/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/24/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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