John Menser (CRD# 4950086) is an Investment Advisor Representative working at Novare Capital Management in Charlotte, NC and has over 17 years of experience in the finance industry. John Menser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Novare Capital Management, LLC | Charlotte, NC | Jan 2023 - Current | 1 |
| Novare Capital Management, LLC | Charlotte, NC | Sep 2019 - Jan 2023 | 3 |
| Westminster Financial Securities | Dayton, OH | Mar 2017 - Sep 2019 | 2 |
| Concorde Financial Resources | York, SC | Mar 2017 - Sep 2019 | 2 |
| Bank Of America | Charlotte, NC | Jan 2015 - Mar 2017 | 2 |
| Wells Fargo | Charlotte, NC | Dec 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- NC
-
Total Assets Under Management1,509MILLIONS
-
Total Number of Accounts1,814ACCOUNTS
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Average Account Value$831,878
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, GA, IL, LA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WI
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