Unclaimed
John William Rader is a financial advisor with Davenport & Co. LLC. John has been in the financial services industry since November 20, 1984. John has experience in the financial services industry with previous experience at LPL Financial LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, First Union Securities, Inc. and First Union Capital Markets Corp. John is a licensed securities agent and a registered principal. John's firm provides financial planning, portfolio management for individuals, businesses, and investment companies. John holds Series 7, 24 and 63 licenses.
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.
Strategic management for diversified investment 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.
Earned based on transactions or products sold.
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.
12b-1 fees and/or shareholder servicing fees
1
2
VA
09/28/2016 - Present
Davenport & Co. LLC (ROANOKE VA)
VA
07/23/2010 - 09/29/2016
LPL FINANCIAL LLC (DALEVILLE VA)
VA
06/01/2009 - 08/16/2010
MORGAN STANLEY SMITH BARNEY (DALEVILLE VA)
VA
05/23/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALEVILLE VA)
MO
10/01/1999 - 06/05/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/21/1984 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 02/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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