John Walker
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Waynesboro, MS 39367
Credentials
Series 66
Industry experience
5 years
About
John Walker is a financial advisor with LPL Financial in Waynesboro, MS, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Joiner Insurance for nine years. Outside of his advisory role, he is involved with a family-owned farming business, Gandy's Evergreen Farms, LP. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and delivers services through 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
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
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
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
812 Station St
Waynesboro, MS 39367
Most active in
John W has reported serving >5 clients in these states in the last 12 months.
Alabama · Mississippi
Work history
LPL Financial, llc
2020 - Present (6 years)
Joiner Insurance
2011 - 2020 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Jaymes T
Series 66
Waynesboro, MS
Edward Jones
Jaymes Tynes is a financial advisor with Edward Jones in Waynesboro, MS, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. He serves on the board of Wayne Academy, participating in policy and personnel decisions for the school. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.
Cooper L
Series 66
Waynesboro, MS
LPL Financial
Cooper Leggett is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He also operates Leggett Law Office, PLLC, where he provides legal services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports a broad range of investment delivery options and combines large-scale advisory operations with various non-advisory product offerings.
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