John MatherlyCRD Number: 1930259
Current Firm: Fifth Third Securities, Inc.
John Matherly (CRD# 1930259) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lexington, KY and has over 27 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Fifth Third Securities||Lexington, KY||Dec 2004 - Current||13|
|Fifth Third Bank||Lexington, KY||Dec 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1991|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management888MILLIONS
Total Number of Accounts4,990ACCOUNTS
Average Account Value$177,914
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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