John Folz (CRD# 2419796) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 29 years of experience in the finance industry.
CRD# 1002352
Hightower Advisors, LLC
CRD# 1433847
Ace Wealth Management LLC
CRD# 2223418
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwa Asset Management Group LLC | Naples, FL | Jun 2020 - Current | 3 |
| Carnes Capital Corporation | Naples, FL | Apr 2003 - May 2020 | 17 |
| Private Capital Management, LP | Naples, FL | Apr 2003 - May 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- FL
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Total Assets Under Management2,532MILLIONS
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Total Number of Accounts3,512ACCOUNTS
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Average Account Value$720,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, PR, SC, TN, TX, UT, VA, VT, WI, WV
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