John Danzer (CRD# 5528289) is an Investment Advisor Representative working at Pinnacle Investments, LLC in Franklin, PA and has over 15 years of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 6994913
Edward Jones
CRD# 5368106
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Advisor Group | Hancock, NY | Feb 2021 - Current | 2 |
| Self | Oil City, PA | Feb 2020 - Current | 3 |
| Investment Advisor Alliance | Oradell, NJ | Mar 2020 - Feb 2021 | < 1 |
| Citizens Securities, Inc. | Oil City, PA | Jan 2018 - Feb 2020 | 2 |
| Lpl Financial LLC | Titusville, PA | Dec 2015 - Jan 2018 | 2 |
| Good Life Advisors, LLC | Wyomissing, PA | Dec 2015 - Jan 2018 | 2 |
| Woodbury Financial Services, Inc. | Oil City, PA | Oct 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
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- PA
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Total Assets Under Management848MILLIONS
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Total Number of Accounts2,670ACCOUNTS
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Average Account Value$317,750
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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