John Neville, financial advisor Walnut Creek CA
93 score

John Neville

CRD Number: 3084205
Current Firm: United Planners' Financial Services Of America A Limited Partner

John Neville (CRD# 3084205) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Walnut Creek, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Vitucci And Associates, Inc. Walnut Creek, CA Jul 2017 - Current < 1
United Planners' Financial Services Of America Scottsdale, AZ Jul 2017 - Current < 1
Unemployed Walnut Creek, CA Apr 2017 - Current 1
Vitucci & Associates Walnut Creek, CA May 2013 - Current 5
Vitucci & Associates Inc. Walnut Creek, CA May 2013 - Current 5
John S. Neville - Independent Insurance Agent Walnut Creek, CA Oct 2009 - Current 8
National Planning Corporation Santa Monica, CA May 2013 - Apr 2017 3
Unemployed Dublin, CA Jan 2013 - May 2013 < 1
National Planning Corporation San Ramon, CA Aug 2009 - Jan 2013 3
Unemployed San Mateo, CA Nov 2008 - Aug 2009 < 1
Franklin/templeton Distributors, Inc. San Mateo, CA Jun 1998 - Nov 2008 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for John S. Neville
Phone Number: 480-991-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,377
    MILLIONS
  • Total Number of Accounts
    13,769
    ACCOUNTS
  • Average Account Value
    $172,654
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
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, 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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