John Gillis (CRD# 6922802) is an Investment Advisor Representative working at Lpl Financial LLC in Chesapeake, VA and has over 2 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Chesapeake, VA | Jun 2021 - Current | 2 |
| Weed Man Lawn Care | Chesapeake, VA | Jan 2021 - May 2021 | < 1 |
| Embry-riddle Aeronautical University | Daytona Beach, FL | Aug 2020 - Dec 2020 | < 1 |
| Embry-riddle Aeronautical University | Daytona Beach, FL | Aug 2018 - Dec 2020 | 2 |
| Red Lobster | Daytona Beach Shores, FL | Jul 2019 - Mar 2020 | < 1 |
| Ameriprise Financial | Chesapeake, VA | Feb 2018 - Aug 2018 | < 1 |
| Tidewater Community College | Virginia Beach, VA | Nov 2017 - Feb 2018 | < 1 |
| Weed Man Lawn Care | Chesapeake, VA | Jan 2015 - Nov 2017 | 2 |
| Creative Catering Of Virginia | Norfolk, VA | Aug 2013 - Jul 2015 | 1 |
| Atlantic Shores Christian School | Virginia Beach, VA | Jun 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- VA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.