John Hess (CRD# 4862694) is an Investment Advisor Representative working at Avantax Advisory Services in Lancaster, SC and has over 19 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6447420
Bna Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hess Properties LLC | Lancaster, SC | Jan 2020 - Current | 4 |
| Hess Tax & Accounting Group LLC | Lancaster, SC | Dec 2019 - Current | 4 |
| Hess Financial Planning Inc. | Lancaster, SC | Dec 2019 - Current | 4 |
| Fiduciary Appointment | Lancaster, SC | Dec 2018 - Current | 5 |
| Avantax Insurance Agency, LLC | Lancaster, SC | Apr 2014 - Current | 10 |
| Avantax Advisory Services | Lancaster, SC | Aug 2006 - Current | 17 |
| Avantax Investment Services, Inc. | Lancaster, SC | Sep 2004 - Current | 19 |
| Nichols Hess & Assc. Tax & Financial Services, Inc. | Lancaster, SC | Sep 1999 - Current | 24 |
| Nichols Hess Properties LLC | Lancaster, SC | Mar 2009 - Dec 2019 | 10 |
| Lancaster County Council Candidate | Lancaster, SC | Jan 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- SC
- TX
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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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