John Fitzgerald (CRD# 2855447) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Mount Pleasant, SC and has over 26 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Td Private Client Wealth LLC | Charleston, SC | Mar 2020 - Current | 4 |
Td Bank N.a. | Charleston, SC | Mar 2020 - Current | 4 |
First Citizens Bank | Charleston, SC | May 2019 - Feb 2020 | < 1 |
First Citizens Investor Services | Raleigh, NC | May 2019 - Feb 2020 | < 1 |
Td Private Client Wealth LLC | Columbia, SC | Jun 2016 - May 2019 | 2 |
Td Bank N.a. | Columbia, SC | Jun 2016 - May 2019 | 2 |
Wells Fargo Advisors, LLC | Charleston, SC | Mar 2015 - Jun 2016 | 1 |
Bank Of America, N.a. | Greenville, SC | Jun 2011 - Mar 2015 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville, SC | Aug 2010 - Mar 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1997 |
S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- FL
- NC
- SC
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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