John Whiting, financial advisor New Orleans LA

John Whiting

CRD Number: 6915315
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

John Whiting (CRD# 6915315) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 3 years of experience in the finance industry.

Similar Advisors
Keith Deane, financial advisor New Orleans LA
Keith L. Deane
CRD# 5662176
Deane Retirement Strategies, Inc.
Similar Advisors
Linda Deane, financial advisor New Orleans LA
Linda L. Deane
CRD# 300092
Deane Retirement Strategies, Inc.
Similar Advisors
Todd Tillery, financial advisor New Orleans LA
Todd C. Tillery
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name Location Dates Years
Bank Of America, N.a. Little Rock, AR Oct 2018 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock, AR Feb 2018 - Current 4
Bass Commercial Concrete Little Rock, AR Sep 2017 - Feb 2018 < 1
Greg & Julie Hackney Farm Partnership Gillett, AR May 2017 - Aug 2017 < 1
The Atwell Law Firm Fayetteville, AR May 2016 - May 2017 1
The Atwell Law Firm Fayetteville, AR May 2015 - May 2016 1
University Of Arkansas At Fayetteville Fayetteville, AR Aug 2012 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for John B. Whiting
Phone Number: 800-637-7455
Registered State(s):
  • AR
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.