John Colegrove, AIF®
Norcross, Georgia, 30092
Member Since 2011
We believe it is the right of every American to retire with dignity. Regardless if you are an individual investor or small business owner, our independent investment advice is catered to the end goal of helping you replace your pay-check with a play-check. We specialize in IRA investment strategies for individuals and 401k plan advice for small business owners.
My Location
Background Information
Years of Financial Experience
- 10
Education
- UNC Greensboro (DMA)
- University of Notre Dame (MM)
- University of Georgia (BM)
Certifications and Designations
- AIF®
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- LPL Financial
- Jackson National Life
- MetLife
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- Investment Advisor Representative
- CRD/IARD Number: 4451660
- Securities Registrations: Series 7, Series 24, Series 63, Series 66
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Variable Products
Company Names
- Registered Investment Advisor: None
- Broker/Dealer: LPL Financial
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementSecurities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, 401k Plans
Investment Products
- Mutual Funds, Commodities, REITs, 401k Plans
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care
Visit Website - http://www.JohnColegrove.com
John Colegrove
on LinkedIn
John Colegrove
on Facebook
John Colegrove
on Twitter
6Following
7Followers
26Tweets
John Colegrove's Weekly Commentary http://conta.cc/oTCGSd via #constantcontact
John Colegrove's Debt Ceiling Commentary http://conta.cc/nOjRBe via #constantcontact
John Colegrove's Debt Ceiling Commentary http://conta.cc/pEDMmT via #constantcontact
It's okay, David. Hang tough. You're doing great.