Johnathan PulleynCRD Number: 5326395
Current Firm: Lincoln Financial Securities Corporation
Johnathan Pulleyn (CRD# 5326395) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Clayton, NC and has over 9 years of experience in the finance industry.
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
Axa Advisors, LLC
|Lincoln Financial Securities Corporation||Clatyon, NC||Aug 2014 - Current||2|
|Woodbury Financial Services||Woodbury, MN||Mar 2008 - Aug 2014||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Wilson, NC||Apr 2007 - Mar 2008||< 1|
|Us Army||Ft. Knox, KY||Jun 2001 - Mar 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV