John MonroeCRD Number: 2003487
Current Firm: Monroe Capital Partners, LLC
John Monroe (CRD# 2003487) is an Investment Advisor Representative working at Monroe Capital Partners, LLC in Williamsburg, VA and has over 32 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Davenport & Company LLC
|Capes Capital Management, Inc.||Norfolk, VA||Sep 2013 - Current||8|
|Monroe Capital Partners, LLC||Williamsburg, VA||Jun 2013 - Current||9|
|#ia Chesapeake Financial Group, Inc.||Williamsburg, VA||Sep 1998 - May 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 1990|
Total Assets Under Management77MILLIONS
Total Number of Accounts84ACCOUNTS
Average Account Value$919,502
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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