Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Anthony Canupp is a financial advisor associated with LPL Financial LLC. Jon has been in the industry for over 30 years and is registered with the state of North Carolina. Jon has been with LPL Financial LLC since July 2023. Before that, Jon worked at Joe Gibbs Racing, Inc. in Huntersville, NC and the City of Winston-Salem, NC. LPL Financial LLC offers a variety of financial services, including investment advice, financial planning, and retirement planning. Jon works out of the firm's Winston-Salem, NC office.
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
NC
04/02/2024 - Present
LPL Financial LLC (WINSTON SALEM NC)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jon Canupp is the right advisor for you? Invested Better is here to help.
