1603 Carmody Ct Ste 300
John is a 29 year experienced Registered Representative holding the Accredited Investment Fiduciary designation; Series 6, 7 and 63 registrations through LPL Financial as well as insurance licenses and other credentials which allow him to offer services in the many facets of investments, pension & profit sharing, financial & estate plan work. His practice continues to be active with 403(b) & 401(k) plans with recent (11 year) emphasis assisting credit unions with implementing plans that provide for the Pre-Funding of Employee Benefits. In 2011, his success in the credit union marketplace and the opportunity to provide his clientele with more services and resources influenced his decision to join LPL Financial, the #1 independent brokerage firm in the nation, for 20 consecutive years.* *As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
Fun Fact: In 1971 John drove his motorcycle cross country to California on his way to Vietnam for the last time.