John McGovern
CRD Number: 5272533Current Firm: Penn Investment Advisors, Inc.
Compensation Model: Fee Only
CRD# 2267593
Brighton Financial Planning
Score
107
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penn Investment Advisors | Doylestown, PA | May 2016 - Current | 2 |
| Investment Professionals, Inc. | Doylestown, PA | May 2016 - Current | 2 |
| 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 |
- NC
- PA
- FL
- CO
-
Total Assets Under Management539MILLIONS
-
Total Number of Accounts1,573ACCOUNTS
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Average Account Value$342,386
- 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
- Selection of other advisers (including private fund managers)
- Other
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
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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