Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Bullock is a financial advisor registered with LPL Financial LLC, based in Lexington, MA. John has been in the financial services industry since 2015 and holds Series 63, 65, and 7 licenses as well as the SIE exam. Previously, John William Bullock worked with Waddell & Reed, MML Investors Services, LLC, Citizens Securities, Inc. and Deutsche Bank Securities Inc. John specializes in advising individuals, families, and businesses on their financial goals.
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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2
MA
07/21/2021 - Present
LPL Financial LLC (LEXINGTON MA)
MA
04/04/2019 - 07/21/2021
WADDELL & REED (WOBURN MA)
MA
10/04/2017 - 03/04/2019
MML INVESTORS SERVICES, LLC (WAKEFIELD MA)
MA
01/11/2016 - 08/15/2017
CITIZENS SECURITIES, INC. (WOBURN MA)
CA
03/18/2015 - 09/14/2015
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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