John RamsayCRD Number: 1279551
Current Firm: Cuna Brokerage Services, Inc.
John Ramsay (CRD# 1279551) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in West Palm Beach, FL and has over 32 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Guardians Credit Union||W Palm Beach, FL||May 2016 - Current||1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jul 2009 - Current||8|
|Pbc Credit Union||West Palm Beach, FL||Aug 2009 - May 2016||6|
|Cuna Mutual Group||Waverly, IA||Jul 2009 - Aug 2009||< 1|
|Fidelity Investments||Johnson City, TN||Dec 2007 - Jul 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV