John Shaffer (CRD# 1800679) is an Investment Advisor Representative working at Latitude Advisors, LLC in East Freedom, PA and has over 36 years of experience in the finance industry.
CRD# 3072406
Truist Advisory Services, Inc.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Jan 2019 - Current | 5 |
| John Shaffer Insurance | East Freedom, PA | Jan 1978 - Current | 46 |
| Royal Alliance Associates, Inc. | East Freedom, PA | Nov 2018 - Jan 2019 | < 1 |
| Signator Investors, Inc. | East Freedom, PA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | East Freedom, PA | Dec 2005 - May 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
- PA
-
Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
-
Average Account Value$199,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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