John Goetke is a registered investment advisor, based in Clinton, NC, with 35 years of industry experience.
Location
501 Warsaw Rd, Clinton, NC, 28328
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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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John is a board member at Coharie Country Club since 2022, advising the board president and reviewing financial statements. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2005 - January 2018 · 12 yrs 6 mos
Bb&t Investment Services, INC.Broker
September 2003 - January 2018 · 14 yrs 4 mos
AXA Advisors, LLCBroker
May 1990 - October 2003 · 13 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1990 - January 2000 · 9 yrs 8 mos
State Registrations6 states
CAFLIANCSCVA
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.