John Gill (CRD# 5263271) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Durham, NH and has over 17 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Durham, NH | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Dover, NH | Mar 2019 - Current | 5 |
| Woodbury Financial Services, Inc. | Dover, NH | Mar 2019 - Jan 2024 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Aug 2013 - Mar 2019 | 5 |
| Questar Asset Management | Minneapolis, MN | Aug 2013 - Mar 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- NH
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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