John K. Egan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Kevin Egan was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1992. John had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 28, 2015 - November 25, 2015
COORDINATED WEALTH MANAGEMENT, LLC
July 30, 2007 - March 31, 2021
WESTERN INTERNATIONAL SECURITIES, INC.
February 22, 2002 - May 1, 2007
WESTERN INTERNATIONAL SECURITIES, INC.
July 22, 1996 - March 31, 2021
WESTERN INTERNATIONAL SECURITIES, INC.
April 9, 1992 - August 12, 1996
INTERFIRST CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
COORDINATED WEALTH MANAGEMENT, LLC
CRD#: 171643 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
