John NealCRD Number: 5613315
Current Firm: Suntrust Investment Services, Inc.
John Neal (CRD# 5613315) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Richmond, VA and has over 8 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2015 - Current||2|
|Suntrust Bank||Richmond, VA||Mar 2015 - Current||2|
|Bb&t Securities, LLC||Richmond, VA||Jan 2013 - Mar 2015||2|
|Scott & Stringfellow||Richmond, VA||Oct 2008 - Mar 2015||6|
|Suntrust Bank||Richmond, VA||Jul 2005 - Sep 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV