John Adair, financial advisor Towson MD
93 score

John Adair

CRD Number: 3068985
Current Firm: H.d. Vest Advisory Services, Inc.

John Adair (CRD# 3068985) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Towson, MD and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
The Aims Group Essex, MD Oct 2015 - Current 1
Intuit Turbo Tax Person Pro Mountain View, CA Jan 2015 - Current 1
H.d. Vest Advisory Services Towson, MD Feb 2012 - Current 4
John Hopkins Health System Baltimore, MD Dec 2011 - Current 5
H.d. Vest Investment Services Towson, MD Sep 2011 - Current 5
Finra Dispute Resolution Chicago, IL Feb 2002 - Current 14
Pca Properties, LLC Bel Air, MD Dec 2001 - Current 15
Tkc Properties, LLC Bel Air, MD Dec 2001 - Current 15
John H Adair Cpa Towson, MD Jan 2010 - Sep 2013 3
Anne Arundel Medical Center Annapolis, MD Jan 2011 - Feb 2012 1
Anne Arundel Medical Center Annapolis, MD Sep 2009 - Jan 2011 1
Johns Hopkins Health System Lutherville, MD Oct 2009 - Apr 2010 < 1
Johns Hopkins Health System Baltimore, MD Aug 2009 - Sep 2009 < 1
Johns Hopkins Health System Baltimore, MD Jun 2007 - Aug 2009 2
Johns Hopkins Health System Baltimore, MD Nov 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for John H. Adair
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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