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John Weaver

Advisor at LPL Financial

Updated today

Location

Bowdon, GA

Credentials

Series 63, Series 65

Industry experience

32 years

About

John Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years before joining LPL Financial in 2022. Outside of his advisory work, he is involved with Blessed Beyond Measure, Inc. and operates Mountain View Farms, a hay farm in Bowdon, GA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Bowdon, GA

Most active in

Georgia · Texas

Work history

LPL Financial

2022 - Present (4 years)

Wells Fargo Advisors Financial Network LLC

2009 - 2022 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Lamar P

CFA®

Carrollton, GA

Plunkett & Associates, Inc.

Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

General retirement planning
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Jason B

Series 66

Carrollton, GA

Independent Advisor Alliance, llc

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Backus is also involved with Villa Rica First United Methodist Church. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes a network of 219 advisors and employs a mix of model portfolios, sub-advisors, and technology platforms to manage client assets.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Jason N

Series 66

Carrollton, GA

Independent Advisor Alliance, llc

Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with Independent Financial Partners, LPL Financial, and Norton Financial Inc. Norton also serves as a notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a sponsor for third-party managers and model portfolios, utilizing a combination of fundamental, quantitative, and portfolio-theory analysis.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Kimberly M

Series 66

Carrollton, GA

Independent Advisor Alliance, llc

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC since 2016 and provides administrative support to Independent Advisor Alliance. Outside of her advisory role, she is a commissioned notary. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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John W

Series 63, Series 65

Carrollton, GA

Advisor Share Wealth Management, LLC

John White is a financial advisor with Advisor Share Wealth Management, LLC in Carrollton, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Sequent Planning, LLC and operated his own advisory and insurance business as a sole proprietor. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs third-party sub-advisers and model portfolios, using quantitative and qualitative evaluations to manage client strategies.

Private / alternative investments Real estate investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christopher K

CFP®, Series 63

Carrollton, GA

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Christopher Kitchens is a CFP® professional with one year of experience, currently affiliated with United Planners' Financial Services of America. He has held roles at several businesses including Integrity Health Solutions and owns Hound Hogs BBQ Supply Co., a company that produces hunting, fishing, and cooking videos on YouTube. He also serves as an associate pastor at Hope Church. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, focusing largely on non-discretionary assets.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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