John Gustafson, financial advisor New Albany OH

John Gustafson

CRD Number: 2318657
Current Firm: Palmetto Wealth Management, LLC

John Gustafson (CRD# 2318657) is an Investment Advisor Representative working at Palmetto Wealth Management, LLC in New Albany, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Palmetto Wealth Management, LLC New Albany, OH May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Dec 1994
Contact Info for John M. Gustafson
Phone Number: (843) 589-9535
Registered State(s):
  • OH
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $330,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH, SC, TX

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