John AdairCRD 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 19 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Hd Vest Insurance Agency Inc.||Irving, TX||Oct 2016 - Current||1|
|The Aims Group||Essex, MD||Oct 2015 - Current||2|
|Intuit Turbo Tax Person Pro||Mountain View, CA||Jan 2015 - Current||3|
|H.d. Vest Advisory Services||Towson, MD||Feb 2012 - Current||6|
|John Hopkins Health System||Baltimore, MD||Dec 2011 - Current||6|
|H.d. Vest Investment Services||Towson, MD||Sep 2011 - Current||6|
|Finra Dispute Resolution||Chicago, IL||Feb 2002 - Current||16|
|Pca Properties, LLC||Bel Air, MD||Dec 2001 - Current||16|
|Tkc Properties, LLC||Bel Air, MD||Dec 2001 - Current||16|
|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|
|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|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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