Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Warren Lynch is a financial advisor with over 20 years of experience in the industry. John is currently registered with Stonex Advisors Inc. and has held previous positions with SA Stone Wealth Management Inc., WRP INVESTMENTS, INC., LPL FINANCIAL CORPORATION, CUNA BROKERAGE SERVICES, INC., INTERSECURITIES, INC., INVESTORS CAPITAL CORP. and FIDELITY EQUITY SERVICES CORPORATION. John provides a wide range of financial advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and financial consulting services. John also offers educational seminars.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
NC
12/15/2023 - Present
Stonex Advisors Inc. (Fayetteville NC)
NC
09/12/2014 - 09/16/2020
SA STONE WEALTH MANAGEMENT INC. (FAYETTEVILLE NC)
NC
05/19/2008 - 09/12/2014
WRP INVESTMENTS, INC. (FAYETTEVILLE NC)
NC
01/23/2006 - 05/19/2008
LPL FINANCIAL CORPORATION (FAYETTEVILLE NC)
IA
04/23/1999 - 09/23/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
FL
09/11/1998 - 02/04/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
05/20/1997 - 12/19/1997
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NA
03/06/1995 - 05/17/1995
FIDELITY EQUITY SERVICES CORPORATION
BOTH
Issued 11/30/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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