John Eccles (CRD# 2491604) is an Investment Advisor Representative working at Avantax Advisory Services in Lawrenceburg, KY and has over 2 years of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Lawrenceburg, KY | May 2023 - Current | < 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Lawrenceburg, KY | Nov 2022 - Current | 1 |
| Avantax Investment Services Inc. | Lawrenceburg, KY | Nov 2022 - Current | 1 |
| Avantax Insurance Agency, LLC | Lawrenceburg, KY | Nov 2022 - Current | 1 |
| Primerica Life Insurance | Lexington, KY | Oct 2001 - Current | 22 |
| Eccles Tax & Accounting LLC | Lawrenceburg, KY | Jan 2021 - Jun 2023 | 2 |
| Pfs Investments Inc. | Lexington, KY | Aug 2021 - Nov 2022 | 1 |
| Department Of Revenue | Frankfort, KY | Feb 2017 - Dec 2021 | 4 |
| Transportation Cabinet | Frankfort, KY | Oct 2001 - Feb 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
| S63 | Uniform Securities State Law Examination | Nov 2021 |
- KY
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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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