Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Stackhouse is a financial advisor at LPL Financial LLC, a firm with over 168,915 clients and more than $50 billion in assets under management. Johnathan has been in the financial industry since August 14, 2011. Johnathan has also worked at CUSO Financial Services, LP., Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Johnathan is registered with the Securities and Exchange Commission and is licensed to sell securities in 18 states. Johnathan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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
SC
09/14/2022 - Present
LPL Financial LLC (COLUMBIA SC)
SC
09/07/2018 - 08/19/2022
CUSO FINANCIAL SERVICES, L.P. (Columbia SC)
SC
06/24/2016 - 09/24/2018
LPL FINANCIAL LLC (COLUMBIA SC)
SC
10/11/2013 - 06/29/2016
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
SC
07/26/2011 - 10/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
BOTH
Issued 08/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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