John Agnew, financial advisor Los Angeles CA
96 score

John Agnew

CRD Number: 6383962
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both

John Agnew (CRD# 6383962) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Los Angeles, CA. He specializes in comprehensive financial planning as a fee-based advisor. He also manages investment portfolios, advises on qualified retirement plans and other aspects of financial management. 

 

John serves on the board of the Financial Planning Association of Los Angeles. In addition to securities licenses, he holds the Chartered Retirement Planning Counselor (CRPC®) professional designation as well. 

CONTACT
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Professional Designations
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles, CA Oct 2014 - Current 2
Ameriprise Financial Services,inc. Long Beach, CA Aug 2014 - Oct 2014 < 1
Cut Cute Couture Los Angeles, CA Jun 2004 - Aug 2014 10
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 2014
S66 NASAA Uniform Combined State Law Examination Jan 2015
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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