John Masterson Email & Phone Number

Vice President | Financial Advisor @ CAPTRUST Financial Advisors

5 free lookup(s).

John Masterson Location

Indianapolis, IN, US

John Masterson Work

2020 - now Vice President | Financial Advisor @ CAPTRUST Financial Advisors
2014 - 2020 Retirement Plan Consultant @ Lakeside Wealth Managment
2012 - 2014 Managing Director @ Sheridan Road Financial, a division of HUB International

2006 - 2012 Consultant @ White Oak Advisors

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John Masterson Education

Purdue University
1981 - 1985
Purdue University
Bachelor of Arts (BA) (Communications and Advertising)
1981 - 1985

John Masterson Skills

FINRA
Strategic Financial Planning
Compliance Oversight

Fiduciary Training
Strategic Financial
Investments
Compliance Oversight And Plan Governance
Investment Oversight
Employee Education
Insurance And Annuity Licensed

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John Masterson Summary

John Masterson, based in Indianapolis, IN, US, is currently a Vice President | Financial Advisor at CAPTRUST Financial Advisors. John Masterson brings experience from previous roles at Lakeside Wealth Managment, Sheridan Road and White Oak Advisors. John Masterson holds a 1981 - 1985 Purdue University. With a robust skill set that includes FINRA, Strategic Financial Planning, Compliance Oversight, Fiduciary Training, Strategic Financial and more. John Masterson has 1 mobile phone numbers on RocketReach.

John Masterson Phone Numbers

Found 3 phone numbers

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Others Named John Masterson

John Masterson

Chief Executive Officer at AG Grid

United Kingdom
1
- ag-grid.com
2
- +61 2 9018 XXXX
- +44 7958 79XXXX

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