TrueAdvisor
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JW
CFP
JW
CFP

John Wilburn

Momentum Independent Network INC.
40 Years of Experience
Shreveport, LA
Broker
View SEC Summary
View SEC Summary

John Wilburn is a CFP-designated registered investment advisor at Momentum Independent Network INC., based in Shreveport, LA, with 40 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

900 Pierremont Rd., Suite 105, Shreveport, LA, 71106

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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.

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Employment History
Current Registrations
Momentum Independent Network INC.
February 2020 - Present · 6 yrs 8 mos
Momentum Independent Network INC.Broker
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Lewis Financial Group, L.C.Broker
October 2000 - August 2012 · 11 yrs 10 mos
Sunamerica Securities, INC.Broker
October 2000 - October 2000 · 0 mos
Sunamerica Securities, INC.Broker
June 1989 - September 2000 · 11 yrs 3 mos
Southmark Financial Services, INC.Broker
April 1989 - June 1989 · 2 mos
Connecticut Mutual Financial Services, INC.Broker
December 1985 - May 1989 · 3 yrs 5 mos
State Registrations4 states
FLINLATX
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.
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