Ginny Neal (CRD# 5314372) is an Investment Advisor Representative working at Springtru, LLC in Palm Beach Gardens, FL and has over 13 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Dec 2022 - Current | 1 |
| Springtru, LLC | Palm Beach Gardens, FL | Jan 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens, FL | Oct 2015 - Dec 2020 | 5 |
| Bank Of America, N.a. | Palm Beach Gardens, FL | Jan 2016 - Jan 2020 | 4 |
| Barclays Capital Inc. | Palm Beach, FL | Sep 2014 - Oct 2015 | 1 |
| J.p. Morgan Securities LLC | Dallas, TX | Sep 2010 - Aug 2014 | 3 |
| Jpmorgan Chase Bank | Dallas, TX | Sep 2010 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- FL
- TX
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$249,054
- A percentage of assets under your management
- Hourly charges
- 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
FL, TX
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