John York (CRD# 7493024) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Aurich, and has 1 year of experience in the finance industry. John York has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White Lighthouse Investment Management Inc. | Lexington, MA | Jun 2021 - Current | 2 |
| Software Spinner Gmbh | Berlin, | Oct 2020 - May 2021 | < 1 |
| Taxfix Gmbh | Berlin, | Mar 2020 - Aug 2020 | < 1 |
| German Integration School | Berlin, | Nov 2019 - Feb 2020 | < 1 |
| Friedman LLP | New York, NY | Jan 2019 - Oct 2019 | < 1 |
| Chronograph | Brooklyn, NY | Aug 2018 - Dec 2018 | < 1 |
| Flatiron School | New York, NY | Feb 2018 - Jul 2018 | < 1 |
| Friedman LLP | New York, NY | Aug 2016 - Jan 2018 | 1 |
| Geffen Mesher & Company | Portland, OR | Jun 2012 - Jul 2016 | 4 |
- MA
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Total Assets Under Management511MILLIONS
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Total Number of Accounts1,108ACCOUNTS
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Average Account Value$461,255
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NC, NY, TX
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