John Salan (CRD# 4625748) is an Investment Advisor Representative working at Avantax Advisory Services in La Plata, MD and has over 21 years of experience in the finance industry.
CRD# 5969842
Reframe Wealth, LLC
CRD# 1468255
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1685657
Your Best Path, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | La Plata, MD | Dec 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | La Plata, MD | Aug 2022 - Current | 1 |
| Avantax Investment Services | La Plata, MD | Aug 2022 - Current | 1 |
| Health Insurance Commissions | La Plata, MD | Jan 2010 - Current | 14 |
| Mac & Eds Properties, LLC | La Plata, MD | Jan 2008 - Current | 16 |
| John D. Salan, C.p.a., P.c. | La Plata, MD | Jan 2001 - Current | 23 |
| John D. Salan, C.p.a., P.c. | La Plata, MD | Jan 2001 - Aug 2022 | 21 |
| Salan Insurance Agency, LLC | La Plata, MD | Jul 2016 - Jul 2022 | 6 |
| Farmers Financial Solutions, LLC | La Plata, MD | Jun 2016 - Jun 2022 | 6 |
| Metlife Securities Inc. | Elkridge, MD | Aug 2015 - May 2016 | < 1 |
| Pruco Securities, LLC | La Plata, MD | Dec 2013 - Jul 2015 | 1 |
| Centennial St Cafe | La Plata, MD | Feb 2008 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
- MD
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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