John Fleming (CRD# 6592334) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 6 years of experience in the finance industry. John Fleming 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# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forvis Wealth Advisors LLC | Greenville, NC | Jun 2022 - Current | 1 |
| Dixon Hughes Goodman Wealth Advisors LLC | Greenville, NC | Mar 2018 - May 2022 | 4 |
| Not Employed | Wilson, NC | Nov 2017 - Mar 2018 | < 1 |
| Edward Jones | St Louis, MO | Jul 2017 - Nov 2017 | < 1 |
| Ernst & Young | Charlotte, NC | Jul 2015 - May 2017 | 1 |
| Nc State University - Poole College Of Management | Raleigh, NC | Dec 2014 - May 2015 | < 1 |
| Nc State University | Raleigh, NC | Aug 2014 - Dec 2014 | < 1 |
| Ernst & Young | Charlotte, NC | Jun 2014 - Aug 2014 | < 1 |
| Nc State University | Raleigh, NC | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- NC
- VA
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Total Assets Under Management7,888MILLIONS
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Total Number of Accounts12,298ACCOUNTS
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Average Account Value$641,415
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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