John McGovern, financial advisor Doylestown PA
93 score

John McGovern

CRD Number: 5272533
Current Firm: Penn Investment Advisors, Inc.

John McGovern (CRD# 5272533) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 9 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Doylestown PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
John Middleton, financial advisor Doylestown PA
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Doylestown PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Penn Investment Advisors Doylestown, PA May 2016 - Current < 1
Investment Professionals, Inc. Doylestown, PA May 2016 - Current < 1
Unemployed Doylestown, PA Jan 2016 - Current < 1
Ameriprise Financial Services Inc. Doylestown, PA Dec 2012 - Jan 2016 3
Edward Jones St Louis, MO Jan 2007 - Dec 2012 5
Unemployed Doylestown, PA Sep 2006 - Dec 2006 < 1
Princeton University Princeton, NJ Mar 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for John G. McGovern
Phone Number: 1.800.626.1027
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    542
    MILLIONS
  • Total Number of Accounts
    2,022
    ACCOUNTS
  • Average Account Value
    $268,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 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.