John Urner (CRD# 2603891) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Hagerstown, MD and has over 28 years of experience in the finance industry.
CRD# 5431528
Equitable Advisors, LLC
CRD# 5165082
Truist Advisory Services, Inc.
CRD# 6083715
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Hagerstown, MD | Jul 2022 - Current | 1 |
| B. Riley Wealth Management | Hagerstown, MD | May 2018 - Current | 6 |
| Wunderlich Securities, Inc. | Memphis, TN | May 2018 - May 2018 | < 1 |
| Cetera Investment Services | St.cloud, MN | Oct 2016 - May 2018 | 1 |
| F&m Trust | Chamberburg, PA | Oct 2016 - May 2018 | 1 |
| Cetera Investment Advisors | Chambersburg, PA | Oct 2016 - May 2018 | 1 |
| Commonwealth Financial Network | Waltham, MA | Sep 2010 - Oct 2016 | 6 |
| Urner Andra Investment Management | Hagerstown, MD | Sep 2010 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- MD
- PA
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- 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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