John Webbert, financial advisor Towson MD
93 score

John Webbert

CRD Number: 1976673
Current Firm: Ssn Advisory, Inc.

John Webbert (CRD# 1976673) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Towson, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Service Network Towson, MD Jan 2010 - Current 6
Webbert Coordinated Financial Planning Baltimore, MD Mar 1990 - Current 26
John T. Webbert Towson, MD Mar 1990 - Current 26
Medallion Investment Services, Inc. Severna Park, MD Jan 1999 - Dec 2009 10
Medallion Insurance Services, LLC Severna Park, MD Jan 1999 - Dec 2009 10
Medallion Advisory Services, LLC Severna Park, MD Jan 1997 - Dec 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
Contact Info for John T. Webbert
Phone Number: 800-264-5499
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    8,662
    ACCOUNTS
  • Average Account Value
    $171,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
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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