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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 Blood is a financial advisor who has been in the industry for over 20 years. John is a Certified Financial Planner and a Chartered Financial Analyst. John currently works with Commonwealth Financial Network. John has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John's previous employers include DFA Securities LLC and Commonwealth Financial Network. John has passed the Series 7, Series 24, Series 31 and Series 66 exams. John's specializations include retirement planning, college planning, estate planning, insurance, and investment management.
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.
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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TX
06/01/2020 - Present
Commonwealth Financial Network (Austin TX)
TX
02/17/2010 - 02/26/2013
DFA SECURITIES LLC (AUSTIN TX)
MA
01/30/2001 - 12/31/2009
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 01/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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