John GormanCRD Number: 6244731
Current Firm: Valic Financial Advisors, Inc.
John Gorman (CRD# 6244731) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Valic Financial Advisors, Inc.||Miami Lakes, FL||Dec 2013 - Current||3|
|Wells Fargo||Key West, FL||Mar 2012 - Current||5|
|Pnc Mortgage||Key West, FL||Jan 2011 - Mar 2012||1|
|Countrywide/bank Of America||Key West, FL||Feb 2007 - Jan 2011||3|
|First State Bank Of The Florida Keys||Key West, FL||Apr 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV