John Birney, financial advisor Flagler Beach FL

John Birney

CRD Number: 1321204
Current 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.

Similar Advisors
Cindy Abramovic, financial advisor Flagler Beach FL
Cindy Abramovic
CRD# 728734
Ameriprise Financial Services, LLC
Similar Advisors
Marcos Acevedo, financial advisor Flagler Beach FL
Marcos A. Acevedo
CRD# 2836509
Securities America Advisors, Inc.
Similar Advisors
Scott Adams, financial advisor Flagler Beach FL
Scott A. Adams
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
Contact Info for John T. Birney
Phone Number: 480-991-0225
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.