John Obrien (CRD# 2679325) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth Meeting, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Plymouth Meeting, PA | Nov 2020 - Current | 3 |
| The Prudential Insurance Company Of America | Exton, PA | Feb 2020 - Aug 2020 | < 1 |
| Pruco Securities LLC | Exton, PA | Sep 2019 - Aug 2020 | < 1 |
| Relate Finance LLC | Bryn Mawr, PA | Oct 2016 - Nov 2019 | 3 |
| Stay-at-home Parent | Bryn Mawr, PA | Dec 2014 - Oct 2016 | 1 |
| My Financial Plan, Inc. | Richmond, VA | Dec 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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