John MessersmithCRD Number: 4535066
Current Firm: Next Financial Group, Inc.
John Messersmith (CRD# 4535066) is an Investment Advisor Representative working at Next Financial Group, Inc. in West Chester, PA and has over 15 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Next Financial Group Inc.||Glen Mills, PA||Jan 2015 - Current||3|
|Messersmith & Associates||Paoli, PA||Aug 1986 - Current||31|
|Commonwealth Financial Network||Waltham, MA||Mar 2009 - Dec 2014||5|
|Woodbury Financial Servcies||Paoli, PA||Jan 2007 - Mar 2009||2|
|Capital Analysts||Paoli, PA||Nov 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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