John StocktonCRD Number: 836438
Current Firm: Kestra Advisory Services, LLC
John Stockton (CRD# 836438) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 39 years of experience in the finance industry.
Pbl Wealth Management
Kestra Advisory Services, LLC
|Kestra Investment Services LLC||Arlington, TX||Apr 2022 - Current||< 1|
|Kestra Advisory Services LLC||Arlington, TX||Apr 2022 - Current||< 1|
|World Choice Securities Inc.||Euless, TX||Oct 2000 - Apr 2022||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- 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
- Pension consulting services
- 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
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