John Einspanier (CRD# 6068763) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 8 years of experience in the finance industry. John Einspanier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Legacy Advisors, LLC | Plymouth Meeting, PA | Jan 2020 - Current | 4 |
Legacy Advisors, LLC | Plymouth Meeting, PA | Jan 2020 - Current | 4 |
M Holdings Securities, Inc. | Portland, OR | Jan 2020 - Current | 4 |
Oakwood Capital Management LLC | Los Angeles, CA | Apr 2018 - Nov 2019 | 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2017 - Feb 2018 | < 1 |
Northwestern Mutual Investment Services, LLC | Los Angeles, CA | Aug 2017 - Feb 2018 | < 1 |
Michael Waxberg | Los Angeles, CA | Jul 2017 - Feb 2018 | < 1 |
Td Ameritrade | Beverly Hills, CA | Sep 2016 - Aug 2017 | < 1 |
Pinemar, Inc. | Ardmore, PA | Aug 2016 - Aug 2016 | < 1 |
Merrill Lynch | Jenkintown, PA | May 2015 - Aug 2016 | 1 |
Bank Of America, N.a. | Elkins Park, PA | May 2015 - Jul 2016 | 1 |
Dmi Partners Inc. | Philadelphia, PA | Jun 2014 - May 2015 | < 1 |
Philadelphia Phillies | Philadelphia, PA | Jan 2013 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- PA
-
Total Assets Under Management3,635MILLIONS
-
Total Number of Accounts2,101ACCOUNTS
-
Average Account Value$1,730,284
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, MD, NJ, NY, PA, TX, VA
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 derived from SEC.gov data covering 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.
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.