John English, financial advisor Indian Trail NC

John English

CRD Number: 1079891
Current Firm: J W English Investment Management Services LLC

John English (CRD# 1079891) is an Investment Advisor Representative working at J W English Investment Management Services LLC in Indian Trail, NC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
English Investment Advisory Services (156731) Indian Trail, NC Mar 2011 - Current 13
J W English Cpa Pllc Charlotte, NC Mar 1996 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for John W. English
Phone Number: 704-860-7969
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $357,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC

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