John BeanCRD Number: 1053985
Current Firm: Mid Atlantic Financial Management, Inc.
John Bean (CRD# 1053985) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Worthington, OH and has over 23 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Mid Atlantic Capital Corporation||Worthington, OH||May 2015 - Current||1|
|Mid Atlantic Financial Management, Inc.||Pittsburgh, PA||May 2015 - Current||1|
|The Financial Solutions Network, LLC||Worthington, OH||Jul 2002 - Current||14|
|Concorde Investment Services||Ann Arbor, MI||May 2011 - May 2015||4|
|Concorde Asset Management||Troy, MI||May 2011 - May 2015||4|
|Mass Mutual Life Ins||Maumee, OH||Jun 2007 - May 2011||3|
|Mml Investors Services Inc.||Maumee, OH||Jun 2007 - May 2011||3|
|Concordia University||Ann Arbor, MI||Oct 2005 - Jul 2008||2|
|Securian Financial Services, Inc.||St Paul, MN||Sep 2002 - Jun 2007||4|
|Minnesota Life Ins Co||St Paul, MN||Sep 2002 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Total Assets Under Management1,765MILLIONS
Total Number of Accounts7,294ACCOUNTS
Average Account Value$241,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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