John Pernell (CRD# 1146694) is an Investment Advisor Representative working at Polaris Investment Partners, Inc. in Mount Pleasant, SC and has over 40 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Polaris Private Placements, LLC | Mount Pleasant, SC | May 2017 - Current | 6 |
| Polaris Investment Partners Inc. | Mount Pleasant, SC | Nov 1990 - Current | 33 |
| Polaris Private Managers, Ltd. | Mount Pleasant, SC | Oct 1990 - Current | 33 |
| Polaris Offshore Partners, LLC | Johns Island, SC | Oct 1996 - Apr 2018 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1983 |
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$1,536,274
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
SC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.