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 3 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||1|
|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
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