John Birney
CRD Number: 1321204Current Firm: United Planners' Financial Services Of America A Limited Partner
John Birney (CRD# 1321204) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Flagler Beach, FL and has over 26 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Early Learning Coalition Of Flagler & Volusia | Daytona Beach, FL | Nov 2017 - Current | 6 |
Jbirney Financial | Flagler Beach, FL | Jul 2010 - Current | 13 |
United Planners Financial Services | Scottsdale, AZ | Jun 2010 - Current | 13 |
Americana Radio | St Augustine, FL | Apr 2001 - Current | 22 |
Jbirney Financial | Flagler Beach, FL | Jan 1987 - Current | 37 |
Jbirney Financial | Flagler Beach, FL | Jan 1987 - Current | 37 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1997 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- FL
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Total Assets Under Management6,086MILLIONS
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Total Number of Accounts50,361ACCOUNTS
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Average Account Value$120,841
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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