John WeeksCRD Number: 4510711
Current Firm: Harvest Capital Management Inc.
John Weeks (CRD# 4510711) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 13 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
|Harvest Capital Mgmt, Inc.||Concord, NH||Jun 2011 - Current||6|
|Banc Of America Investment Services, Inc.||Manchester, NY||Oct 2004 - Current||12|
|Bank Of America, N.a.||Manchester, NY||Oct 2004 - Current||12|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Manchester, NH||Oct 2009 - Apr 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2004|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management455MILLIONS
Total Number of Accounts626ACCOUNTS
Average Account Value$727,312
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, MD, ME, NH, NY, TX
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