John Uhler (CRD# 501276) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 44 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhler Vertich White Advisors, LLC | Fort Myers, FL | Jul 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Fort Myers, FL | Oct 1990 - Current | 33 |
| Uhler And Vertich Financial Planners, LLC | Fort Myers, FL | Mar 2004 - Mar 2024 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1979 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management466MILLIONS
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Total Number of Accounts952ACCOUNTS
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Average Account Value$489,496
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, LA, MI, NC, SC, TX
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