John ThackerCRD Number: 5539324
Current Firm: Cornerstone Wealth
John Thacker (CRD# 5539324) is an Investment Advisor Representative working at Cornerstone Wealth in Huntersville, NC and has over 9 years of experience in the finance industry. John Thacker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lpl Financial LLC||Huntersville, NC||Jul 2011 - Current||6|
|Cornerstone Financial Advisors||Huntersville, NC||Jul 2011 - Current||6|
|Securities America Inc.||Lavista, NE||Jul 2010 - Jul 2011||1|
|The Vanguard Group, Inc.||Charlotte, NC||Jun 2008 - Jul 2010||2|
|Appalachian State||Boone, NC||Aug 2005 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
|S63||Uniform Securities State Law Examination||Jul 2008|
Total Assets Under Management613MILLIONS
Total Number of Accounts3,562ACCOUNTS
Average Account Value$171,956
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, CA, CO, FL, GA, IN, LA, NC, NJ, NY, PA, SC, TN, TX, VA