John Simkins (CRD# 2847539) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 27 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stewardship Advisors, LLC | Mount Joy, PA | Nov 2011 - Current | 12 |
| Private Client Services, LLC | Louisville, KY | Oct 2016 - Oct 2018 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2011 - Oct 2016 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2011 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- PA
- TX
-
Total Assets Under Management321MILLIONS
-
Total Number of Accounts1,509ACCOUNTS
-
Average Account Value$212,845
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, PA, TX
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