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 Hungerford is a financial advisor with LPL Financial LLC, a registered investment advisor with over 463 billion dollars in assets under management. John has been in the financial services industry since 1994. He is a Series 6, 7, 63, and 65 licensed advisor and holds a Series 6TO license. John offers a wide range of financial services, including financial planning, consulting, and portfolio management for individuals and businesses. John is licensed in 22 states and has prior experience with WADDELL & REED, BMO HARRIS FINANCIAL ADVISORS, INC., M&I FINANCIAL ADVISORS, INC and UBS FINANCIAL SERVICES INC.
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
KS
07/21/2021 - Present
LPL Financial LLC (LEAWOOD KS)
KS
02/11/2020 - 07/21/2021
WADDELL & REED (LEAWOOD KS)
KS
08/01/2012 - 02/11/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (LEAWOOD KS)
KS
07/28/2006 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (LEAWOOD KS)
KS
09/13/2002 - 08/01/2006
UBS FINANCIAL SERVICES INC. (OVERLAND PARKS KS)
NY
04/12/1994 - 09/19/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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