Johann NanayakkaraCRD Number: 712127
Current Firm: Westminster Financial Advisory Corp
Johann Nanayakkara (CRD# 712127) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 41 years of experience in the finance industry.
Truly Prosper Financial Planning LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Westminster Financial Securities, Inc.||Vandalia, OH||Mar 2009 - Current||13|
|Westminster Financial Advisory Corporation||Vandalia, OH||Mar 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1980|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management836MILLIONS
Total Number of Accounts1,688ACCOUNTS
Average Account Value$495,466
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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