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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 Timothy Coakley is an investment professional with over 20 years of experience in the financial services industry. John has a deep understanding of the investment landscape and is committed to providing personalized financial advice to help clients reach their goals. John is currently registered with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Before joining LPL Financial LLC, John worked for Waddell & Reed, Inc. and NYLIFE Securities Inc. John is licensed to provide financial advice in several states, including Florida, Georgia, New York, and Texas. John specializes in helping individuals, families, and businesses with a range of financial planning needs, including retirement planning, college savings, estate planning, 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.
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.
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FL
12/22/2021 - Present
LPL Financial LLC (TRINITY FL)
FL
04/18/2005 - 07/21/2021
WADDELL & REED (TRINITY FL)
NY
10/12/1998 - 04/29/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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