JM
ChFC
JM
ChFC

John Misle

42 Years of Experience
Cornelius, NC
BrokerSells Insurance

John Misle is a ChFC-designated registered investment advisor, based in Cornelius, NC, with 42 years of industry experience.

Location

17505 W Catawba Ave., Ste. 100, Cornelius, NC, 28031

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is a board member for the Sportsmans Club of Charlotte and a volunteer board member for a high school reunion committee, dedicating minimal time to each. He also works as an agent for J E Misle and Prior Wealth Planning in insurance/benefits/human resources, spending minimal time at J E Misle and about a third of his time at Prior Wealth Planning. Finally, he has a CIRA affiliation, which takes nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2022 - Present · 3 yrs 9 mos
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Lincoln Financial Securities Corporation
December 2001 - December 2022 · 21 yrs
Lincoln Financial Securities CorporationBroker
October 1997 - December 2022 · 25 yrs 2 mos
Jefferson-Pilot Investor Services, INC.Broker
November 1983 - October 1997 · 13 yrs 11 mos
Equity Securities CorporationBroker
August 1983 - March 1984 · 7 mos
State Registrations12 states
AZCACOFLGAKSMENCOHSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Misle - Financial Advisor | TrueAdvisor