JM
CFP
JM
CFP

John Mccune

29 Years of Experience
Portsmouth, NH
Broker

John Mccune is a CFP-designated registered investment advisor at Gulfstream Financial Group LLC, based in Portsmouth, NH, with 29 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Gulfstream Financial Group offers ongoing financial planning through a retainer agreement for up to one year in advance. Fees for ongoing advice are negotiable.

  • Hourly consultations — negotiable up to $250 per hour
  • Written financial plans — negotiable fixed fees ranging from $450 to $5,000 depending on the complexity of your situation, with half due in advance and the balance due upon presentation of the plan
One-Time Plan:$450 - $5,000
Hourly Rate:Up to $250/hr
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Location

278 Lafayette Rd Ste 11 Bldg E, Portsmouth, NH, 03801

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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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Other Business Activities

John is involved in several business activities, including Gulfstream Financial Group as a registered investment advisor, commercial fishing, real estate rental, and working for Moran Towing. He also serves as a board member for Piscataqua Savings Bank and provides financial plans through Northeast Wealth Advisors, dedicating about half of his time to this.

Employment History
Current Registrations
Gulfstream Financial Group LLC
September 2005 - Present · 21 yrs 1 mo
LPL Financial LLCBroker
July 2005 - Present · 21 yrs 3 mos
LPL Financial LLC
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
American Express Financial Advisors, INC.
August 1997 - July 2005 · 7 yrs 11 mos
Ids Life Insurance CompanyBroker
May 1997 - July 2005 · 8 yrs 2 mos
American Express Financial Advisors INC.Broker
May 1997 - July 2005 · 8 yrs 2 mos
State Registrations16 states
AZCOCTFLGAMAMENCNHPARISCTXVAVTWA
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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