John Watlington (CRD# 6694114) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in 6337 Carnegie Blvd, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Raleigh, NC | Mar 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Raleigh, NC | Mar 2024 - Current | < 1 |
| Towne Wealth Management | Raleigh, NC | Mar 2024 - Current | < 1 |
| Townebank | Charlotte, NC | Mar 2024 - Current | < 1 |
| Ameriprise Financial Services, LLC | Raleigh, NC | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Raleigh, NC | Mar 2019 - Mar 2024 | 5 |
| Bank Of America, N.a. | Raleigh, NC | Oct 2017 - Mar 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Raleigh, NC | May 2017 - Mar 2019 | 1 |
| Credit Suisse | Morrisville, NC | Aug 2016 - May 2017 | < 1 |
| Virginia Bank & Trust | Danville, VA | Sep 2015 - Jul 2016 | < 1 |
| Interviewing | Yanceyville, NC | May 2015 - Aug 2015 | < 1 |
| Elon University | Elon, NC | Sep 2012 - May 2015 | 2 |
| Leaselytics | Chapel Hill, NC | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- NC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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