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JV

John A. Volle

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CRD#: 725444
JV

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 Alan Volle was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1981. John had worked at 9 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 22, 2008 - February 29, 2012

FIRST INDEPENDENT FINANCIAL SERVICES, INC.

BD
CRD#: 128904
TULSA, OK
Past

September 25, 1997 - November 28, 2006

SOLID FINANCIAL INVESTMENT SERVICES CORPORAITON

BD
CRD#: 42389
EL RENO, OK
Past

May 3, 1994 - October 13, 1995

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX
Past

July 21, 1993 - November 2, 1993

NATCITY INSURANCE SERVICES, INC.

BD
CRD#: 16989
CLEVELAND, OH
Past

July 29, 1991 - November 25, 1991

BROWNSTONE CAPITAL CORP.

BD
CRD#: 14055
NEW YORK, NY
Past

March 10, 1988 - February 6, 1990

JACQUES-MILLER INVESTMENT COMPANY

BD
CRD#: 6652
NASHVILLE, TN
Past

April 27, 1987 - March 16, 1988

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

September 2, 1986 - May 1, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

August 31, 1983 - September 11, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

February 23, 1981 - September 7, 1983

ENTERPRISE FUND DISTRIBUTORS, INC.

BD
CRD#: 883

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/6/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FI
FIRST INDEPENDENT FINANCIAL SERVICES, INC.
FIRST INDEPENDENT ADVISORY SERVICES, INC. | FIRST INDEPENDENT FINANCIAL SERVICES, INC.

CRD#: 128904 / SEC#: , 8-66183

BD
Terminated by SEC on 02/15/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 03/27/2003
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PALMER, PHILLIP HOWARDPRESIDENT/SEC./TREAS./CCO1037871
BENNETT, NOEL DAVIDCHIEF OPERATIONS OFFICER1751557
PATTERSON, RICHARD EUGENECHIEF FINANCIAL OFFICER1762082

Disclosures


Arbitration1

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.

Company Information


FIRST INDEPENDENT FINANCIAL SERVICES, INC.

CRD#: 128904

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