John McGovern, financial advisor Doylestown PA
100 score

John McGovern

CRD Number: 5272533
Current Firm: Penn Investment Advisors, Inc.
Compensation Model: Fee Only
John McGovern (CRD# 5272533) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Doylestown, PA and has over 10 years of experience in the finance industry.
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Company Name Location Dates Years
Penn Investment Advisors Doylestown, PA May 2016 - Current 1
Investment Professionals, Inc. Doylestown, PA May 2016 - Current 1
Ameriprise Financial Services Inc. Doylestown, PA Dec 2012 - Jan 2016 3
Edward Jones St Louis, MO Jan 2007 - Dec 2012 5
Princeton University Princeton, NJ Mar 2004 - Aug 2006 2
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2007
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for John G. McGovern
Phone Number:
Advisor Website: http://www.pennadvisors.com
Registered State(s):
  • NC
  • PA
  • FL
  • CO
By the Numbers
  • Total Assets Under Management
    539
    MILLIONS
  • Total Number of Accounts
    1,573
    ACCOUNTS
  • Average Account Value
    $342,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Investment advisory services are offered through Penn Investment Advisors, Inc. (PIA), a Registered Investment Advisor. PIA is a wholly-owned subsidiary of Penn Community Bank (Bank). PIA does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by PIA are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.

 

The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individuals(s) named above. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. If you are not the intended recipient, do not further disseminate this message. If this message was received in error, please notify the sender and delete it.

Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured by Any Federal Government Entity

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Clean Record
This advisor has a clean track record with regulators.

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