John Foard (CRD# 4190660) is an Investment Advisor Representative working at Crown Private Wealth, LLC in Mooresville, NC and has over 17 years of experience in the finance industry. John Foard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6172815
Edward Jones
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Insurance Advisors, LLC | Mooresville, NC | Sep 2023 - Current | < 1 |
| Crown Advisors, LLC | Mooresville, NC | Sep 2023 - Current | < 1 |
| Crown Private Wealth, LLC | Charlotte, NC | Oct 2020 - Current | 3 |
| Foard Wealth Management, LLC | Charlotte, NC | Sep 2016 - Current | 7 |
| Virtue Capital Management, LLC | Nashville, TN | Sep 2016 - Jan 2021 | 4 |
| Gf Investment Services, LLC | Sarasota, FL | Nov 2013 - Sep 2016 | 2 |
| Global Financial Private Capital, LLC | Sarasota, FL | Nov 2013 - Sep 2016 | 2 |
| Hobart Private Capital, LLC | Charlotte, NC | Nov 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- NC
- WV
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts122ACCOUNTS
-
Average Account Value$291,603
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NC, SC, WV
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