John Zerbee (CRD# 2171775) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Towanda, PA and has over 32 years of experience in the finance industry.
CRD# 4286870
Lesko Securities, Inc.
CRD# 2151009
Lpl Financial LLC
CRD# 4221381
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cashman Financial Group Inc. | Altoona, PA | Sep 2004 - Current | 19 |
| Securities America, Inc. | Altoona, PA | Jul 2001 - Current | 22 |
| Securities America Advisors, Inc. | Altoona, PA | Jul 2001 - Current | 22 |
| Shaklee Nutritional Products | Altoona, PA | Jun 1998 - Current | 25 |
| C.r. Cashman & Associates | Altoona, PA | Sep 1990 - Current | 33 |
| Everbank | Jacksonville, FL | May 2005 - Jul 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
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- PA
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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
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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