John AdairCRD Number: 3068985
Current Firm: Avantax Advisory Services
John Adair (CRD# 3068985) is an Investment Advisor Representative working at Avantax Advisory Services in Essex, MD and has over 24 years of experience in the finance industry.
Thrivent Investment Management Inc.
Abel Financial Management Company
|Adair Advisor Group LLC||Essex, MD||Jan 2023 - Current||< 1|
|Harford County Board Of Elections||Forest Hill, MD||Oct 2022 - Current||< 1|
|Madonna Microgreens||Towson, MD||Feb 2021 - Current||2|
|Renewal Counseling Center, Inc.||Baltimore, MD||Jan 2019 - Current||4|
|Robert Rivera LLC||Bel Air, MD||Jan 2019 - Current||4|
|Avantax Insurance Agency, LLC||Towson, MD||Oct 2016 - Current||6|
|Intuit Turbo Tax Person Pro||Mountain View, CA||Jan 2015 - Current||8|
|Avantax Advisory Services||Towson, MD||Feb 2012 - Current||11|
|Avantax Investment Services, Inc.||Towson, MD||Sep 2011 - Current||11|
|Finra Dispute Resolution||Chicago, IL||Feb 2002 - Current||21|
|The Aims Group||Essex, MD||Oct 2015 - Dec 2022||7|
|Pca Properties, LLC||Bel Air, MD||Dec 2001 - Aug 2021||19|
|Tkc Properties, LLC||Bel Air, MD||Dec 2001 - Aug 2021||19|
|John Hopkins Health System||Baltimore, MD||Dec 2011 - Jan 2020||8|
|John H Adair Cpa||Towson, MD||Jan 2010 - Sep 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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