Unclaimed
John Wesley Rankin is a financial advisor with Victory Capital Management Inc. John is a registered representative in Texas and has been active in the industry since 1998. He holds the Series 6, 7, 24, 26, 63 and 66 licenses and the SIE designation. John specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition, John provides financial planning and selection of other advisers. Prior to joining Victory Capital Management Inc., John was employed by USAA Financial Advisors, Inc. and Edward Jones.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/22/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
07/08/2010 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/26/2009 - 06/18/2010
EDWARD JONES (SAN ANTONIO TX)
CA
11/24/1998 - 06/12/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/04/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Rankin is the right advisor for you? Invested Better is here to help.