John NanceCRD 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.
O'reilly Wealth Advisors
John P. Dubots Capital Management, LLC
Heyman Investment Counseling LLC
|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|
Total Assets Under Management393MILLIONS
Total Number of Accounts668ACCOUNTS
Average Account Value$587,874
- A percentage of assets under your management
- 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
AZ, CA, CO, MN, TX, WA
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.