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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John thomas? Claim Your ProfileJohn Thomas Lanham is a financial advisor registered with Fidelity Personal And Workplace Advisors. John is an active advisor in the states of Texas and North Carolina. John has been working in the financial services industry since August 2012 and has experience working with various firms including Charles Schwab & Co., Inc. and Wells Fargo Clearing Services, LLC. John is a well-versed professional holding licenses including Series 63, 66 and 7.
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.
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
FL
05/25/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NC
08/01/2016 - 09/22/2020
WELLS FARGO CLEARING SERVICES, LLC (ADVANCE NC)
NC
05/07/2013 - 07/14/2016
CHARLES SCHWAB & CO., INC. (WINSTON-SALEM NC)
NC
11/03/2011 - 04/16/2013
SCOTTRADE, INC. (WINSTON-SALEM NC)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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