John McNertneyCRD Number: 5065523
Current Firm: Freestone Capital Management, LLC
John McNertney (CRD# 5065523) is an Investment Advisor Representative working at Freestone Capital Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. John McNertney 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Polaris Greystone Financial Group, LLC||San Rafael, CA||Oct 2012 - Current||9|
|Polaris Equity Managment, Inc.||San Francisco, CA||Aug 2011 - Jul 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management7,223MILLIONS
Total Number of Accounts3,988ACCOUNTS
Average Account Value$1,811,303
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, HI, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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