John Shaffer (CRD# 4536647) is an Investment Advisor Representative working at Primerica Advisors in Methuen, MA and has over 21 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Methuen, MA | Jul 2018 - Current | 5 |
| Primerica Financial Services | Methuen, MA | Mar 2002 - Current | 22 |
| Pfs Investments Inc. | Tewksbury, MA | May 2002 - Jun 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.