John Nance, financial advisor Carlsbad CA
90 score

John Nance

CRD Number: 6296465
Current Firm: Sterling Global Strategies, LLC

John Nance (CRD# 6296465) is an Investment Advisor Representative working at Sterling Global Strategies, LLC in Carlsbad, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Blake Fambrough, financial advisor Carlsbad CA
Blake Fambrough
CRD# 4782319
John P. Dubots Capital Management, LLC
Similar Advisors
Mick Heyman, financial advisor Carlsbad CA
Mick Heyman
CRD# 2626240
Heyman Investment Counseling LLC
Similar Advisors
Thomas Krouse, financial advisor Carlsbad CA
Thomas Krouse
CRD# 2355185
Marketocracy Capital Management LLC
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Oct 2015 - Current 2
Sterling Global Strategies, LLC Carlsbad, CA Jun 2015 - Current 2
National Securities Corporation Irvine, CA Jan 2014 - May 2015 1
Rockinghorse Hoa Rancho Palos Verdes, CA May 2013 - Dec 2013 < 1
University Of Colorado Boulder, CO Aug 2009 - May 2013 3
Quintel Denver, CO Sep 2012 - Dec 2012 < 1
Boy Scouts Of America Rancho Palos Verdes, CA May 2009 - Aug 2009 < 1
Miraleste Lacrosse Rancho Palos Verdes, CA Jan 2009 - Jul 2009 < 1
Palos Verdes High School Palos Verdes Estates, CA Jun 2006 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for John T. Nance
Phone Number: 760-603-8881
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.