John NeelyCRD Number: 501565
Current Firm: St. Bernard Financial Services, Inc.
John Neely (CRD# 501565) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Edmond, OK and has over 34 years of experience in the finance industry.
Leonard Investment Advisors Inc.
Plan Group Financial, Inc.
|Berthel Fisher & Company Financial Services, Inc.||Edmond, OK||Aug 2009 - Mar 2019||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management133MILLIONS
Total Number of Accounts681ACCOUNTS
Average Account Value$195,309
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NH, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA
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