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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 William Kopenhaver is a financial advisor with over 28 years of experience in the industry. John is currently registered with LPL Financial LLC in McKinney, Texas. John has held previous positions with Morgan Stanley and Merrill Lynch. John is a Certified Financial Planner and holds several professional licenses, including Series 7, Series 31, Series 63, and Series 65. John has a strong background in providing financial planning, investment management, and consulting services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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
06/30/2020 - Present
LPL Financial LLC (MCKINNEY TX)
TX
06/01/2009 - 07/02/2020
MORGAN STANLEY (PLANO TX)
CA
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
01/05/1994 - 09/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
IA
Issued 02/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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