Unclaimed
John William Stovall is a financial advisor with Avantax Advisory Services, located in Clifton, Texas. John William Stovall has been in the industry since June 9, 1986, and holds several licenses and certifications, including Series 6, Series 22, Series 63 and SIE. John William Stovall is a Personal Financial Specialist and has a broad range of experience in helping individuals and businesses meet their financial goals. John William Stovall has previously worked with Securities America, Inc., and H.D. Vest Investment Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/04/2007 - Present
Avantax Advisory Services (Clifton TX)
TX
02/23/2004 - 05/03/2008
SECURITIES AMERICA, INC. (IRVING TX)
TX
06/10/1986 - 03/16/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 06/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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