John Neville
CRD Number: 3084205Current 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 23 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John S. Neville - Independent Insurance Agent | Walnut Creek, CA | Aug 2023 - Current | < 1 |
| Proxy Freedom | Walnut Creek, CA | Aug 2023 - Current | < 1 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Jan 2019 - Current | 5 |
| Vitucci & Associates | Walnut Creek, CA | May 2013 - Current | 10 |
| Proxy Freedom, LLC | Walnut Creek,, CA | Aug 2023 - Oct 2023 | < 1 |
| Proxy Freedom | Walnut Creek, CA | Aug 2023 - Oct 2023 | < 1 |
| Citadel Law Corp. | Walnut Creek, CA | Aug 2015 - Oct 2023 | 8 |
| Vitucci & Associates Inc. | Walnut Creek, CA | Jan 2019 - Aug 2022 | 3 |
| Yoga Alliance | Walnut Creek, CA | Mar 2019 - Mar 2022 | 3 |
| Core Power Yoga | Danville, CA | Dec 2018 - Jul 2021 | 2 |
| John S. Neville - Notary Public | Walnut Creek, CA | May 2013 - Dec 2020 | 7 |
| Unemployed | Walnut Creek, CA | Sep 2018 - Jan 2019 | < 1 |
| United Planners' Financial Services Of America | Walnut Creek, CA | Jul 2017 - Sep 2018 | 1 |
| Unemployed | Walnut Creek, CA | Apr 2017 - Jul 2017 | < 1 |
| National Planning Corporation | Walnut Creek, CA | May 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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