John Lane Obrien
Investment adviser representative at Westminster Financial Advisory Corp
23 yearsExperience
9 statesRegistered in
$1.4BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Westminster Financial Advisory CorpSep 2018 to now
- Westminster Financial Securities, Inc.Sep 2018 to now
- UnemployedJul 2018 to Sep 2018
- Lincoln Financial Advisors CorpDec 2003 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CT, FL, GA, MD, NC, NY, SC).
Westminster Financial Advisory Corp
$1.4BAssets managed
2,029Clients
35Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2238455
- Firm CRD
- 110283