John TartCRD Number: 5314146
Current Firm: Lincoln Financial Securities Corporation
John Tart (CRD# 5314146) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Davidson, NC and has over 10 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lincoln Financial Securities||Davidson, NC||Sep 2010 - Current||7|
|Metlife Securities Inc.||Charlotte, NC||Jun 2007 - Sep 2010||3|
|Unc Charlotte||Charlotte, NC||Apr 1995 - May 2007||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management2,112MILLIONS
Total Number of Accounts10,823ACCOUNTS
Average Account Value$195,168
- 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, WY