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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 Tyler Wofford is a financial advisor with over 20 years of experience in the industry. He has a strong background in both securities and investment advisory services. John currently works with LPL Financial LLC in Victoria, TX. Previously, he was associated with Cambridge Investment Research, Inc. in Victoria, TX. John is licensed to offer investment advice in Texas, Arizona, and other states. He specializes in financial planning, retirement planning, and investment management services for individuals, families, and businesses. John has received a number of industry designations, including Series 7 and 66 licenses.
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
TX
08/31/2018 - Present
LPL Financial LLC (VICTORIA TX)
TX
07/01/2011 - 09/28/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (VICTORIA TX)
TX
01/01/2005 - 07/05/2011
PROEQUITIES, INC. (VICTORIA TX)
NA
11/19/1989 - 03/30/1994
ROYAL ALLIANCE ASSOCIATES, INC.
NA
10/21/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 03/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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