John Clawson (CRD# 5151697) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, VA and has over 17 years of experience in the finance industry. John Clawson 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.
CRD# 5431528
Equitable Advisors, LLC
CRD# 2211
Akre Capital Management, LLC
CRD# 6708043
The Hoerner Planning Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Winchester, VA | Jul 2021 - Current | 2 |
Shenandoah Valley Financial Services, LLC | Winchester, VA | Feb 2021 - Jul 2021 | < 1 |
Rotary Club Of Frederick County | Winchester, VT | Jun 2020 - Jul 2021 | 1 |
Notary Of The Public | Winchester, VA | Apr 2020 - Jul 2021 | 1 |
Stephens City United Methodist Church | Stephens City, VA | Oct 2014 - Jul 2021 | 6 |
Iii Sons Farm LLC | Blairsville, PA | Sep 2010 - Jul 2021 | 10 |
3 Sons Farm LLC | Blairsville, PA | Sep 2010 - Jul 2021 | 10 |
Various Insurance Carriers For W&r Insurance Agencies | Stephens City, VA | Apr 2009 - Jul 2021 | 12 |
Waddell & Reed, Inc. | Winchester, VA | Apr 2009 - Jul 2021 | 12 |
Indiana County Farm | Blairsville, PA | Aug 1985 - Jul 2021 | 35 |
John Robert Clawson Notary | Winchester, VA | Jul 2015 - Dec 2019 | 4 |
Handley Regional Library | Winchester, VA | Sep 2010 - Dec 2018 | 8 |
Naifa-winchester | Winchester, VA | Jun 2016 - Aug 2018 | 2 |
Frederick County Rotary Club | Winchester, VA | Jun 2012 - Jun 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- TX
- VA
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
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