John Shumski (CRD# 1636896) is an Investment Advisor Representative working at Networth Asset Management, Inc. in Lansdale, PA and has over 17 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transitional Broker LLC | Draper, UT | Mar 2024 - Current | < 1 |
| Networth Asset Management, Inc. | Lansdale, PA | Dec 2012 - Current | 11 |
| Self | Lansdale, PA | Jul 1999 - Current | 24 |
| Intercarolina Financial Services, Inc. | Grensboro, NC | Jul 2015 - Mar 2024 | 8 |
| Girard Securities, Inc. | San Diego, CA | Nov 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
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- PA
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Total Assets Under Management106MILLIONS
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Total Number of Accounts278ACCOUNTS
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Average Account Value$380,608
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
FL, MN, PA, TX
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