Sam John (CRD# 3064091) is an Investment Advisor Representative working at Phronimos Capital, LLC in Kennett Square, PA and has over 23 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Phronimos Capital, LLC | Kennett Square, PA | Jul 2014 - Current | 9 |
| Unemployed | Jersey City, NJ | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
- PA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$412,978
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
PA
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