John Joyce (CRD# 5593705) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Folsom, CA and has over 14 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Folsom, CA | Jun 2017 - Current | 6 |
| Securities America Advisors | Folsom, CA | Jun 2017 - Current | 6 |
| Sutter Wealth Management | Roseville, CA | Mar 2017 - Jun 2017 | < 1 |
| Great Lakes & Atlantic Wealth Management | Charlotte, NC | Mar 2017 - Jun 2017 | < 1 |
| Niagara International Capital Limited | Clarence, NY | Mar 2017 - Jun 2017 | < 1 |
| Wells Fargo Advisors Financial Network LLC | Granite Bay, CA | Apr 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
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- Educational seminars/workshops
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