John SommerCRD Number: 4272887
Current Firm: J. W. Cole Advisors, Inc.
John Sommer (CRD# 4272887) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 20 years of experience in the finance industry.
Commonwealth Financial Network
Econologics Financial Advisors
Raymond James & Associates, Inc.
|J.w. Cole Financial, Inc.||Tampa, FL||May 2013 - Current||7|
|J. W. Cole Advisors, Inc.||Tampa, FL||May 2013 - Current||7|
|Financail Advisers Of America, LLC||Laguna Niguel, CA||Mar 2009 - May 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Total Assets Under Management3,219MILLIONS
Total Number of Accounts16,488ACCOUNTS
Average Account Value$195,216
- 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
- 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, VI, VT, WA, WI, WV, WY