John Zinn (CRD# 6794964) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 4 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Back Cove Financial | Falmouth, ME | May 2022 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | May 2022 - Current | 2 |
| Bank Of America, N.a. | Boston, MA | Apr 2020 - May 2022 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Mar 2020 - May 2022 | 2 |
| Td Ameritrade | Chicago, IL | Jul 2019 - Feb 2020 | < 1 |
| Unemployed | Portland, ME | May 2019 - Jul 2019 | < 1 |
| University Of Southern Maine | Portland, ME | Aug 2015 - May 2019 | 3 |
| Td Bank | Falmuth, ME | May 2018 - Aug 2018 | < 1 |
| Mc Constuction | Falmouth, ME | May 2017 - Aug 2017 | < 1 |
| Td Bank | Falmouth, ME | May 2016 - May 2017 | 1 |
| Leavitt & Sons Deli | Falmouth, ME | Jun 2015 - May 2016 | < 1 |
| Falmouth School System(elementary/middle/high School) | Falmouth, ME | Sep 2002 - Jun 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- ME
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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