John Redfearn (CRD# 2771876) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Stockbridge, GA and has over 27 years of experience in the finance industry. John Redfearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| E-med4all Usa LLC | Stockbridge, GA | Mar 2022 - Current | 2 |
| Working Warriors LLC | Stockbridge, GA | Dec 2021 - Current | 2 |
| Patriot Arms Usa Inc. | Stockbridge, GA | Sep 2020 - Current | 3 |
| Pathfinder Global Financial Services, LLC | Stockbridge, GA | Sep 2020 - Current | 3 |
| Global Investment Advisory LLC | Stockbridge, GA | Jul 2020 - Current | 3 |
| Scn4all LLC | Stockbridge, GA | May 2020 - Current | 4 |
| Veracor Capital Group LP | Stockbrodge, GA | May 2020 - Current | 4 |
| Healthcare Preference Group, Inc. | Stockbridge, GA | Apr 2020 - Current | 4 |
| Vitaquant, Inc. | Stockbridge, GA | Jan 2020 - Current | 4 |
| Veracor Services, LLC | Stockbridge, GA | Jan 2020 - Current | 4 |
| Veracor Holdings Inc. | Stockbridge, GA | Aug 2019 - Current | 4 |
| Veracor Capital Advisors LLC | Stockbridge, GA | Aug 2019 - Current | 4 |
| Veracor Management, LLC | Stockbridge, GA | Jul 2019 - Current | 4 |
| Fiduciary Solutions Financial Services, Inc. | Stockbridge, GA | Dec 2017 - Current | 6 |
| Cape Securities, Inc. | Mcdonough, GA | Jan 2013 - Current | 11 |
| Cape Investment Advisory, Inc. | Mcdonough, GA | Jan 2013 - Current | 11 |
| Fiduciary Solutions Insurance Agency, LLC | Stockbridge, GA | Nov 2008 - Current | 15 |
| Md Planning Group, LLC | Atlanta, GA | Jun 2005 - Current | 18 |
| Veracor Financial LLC | Stockbridge, GA | Oct 2020 - Mar 2022 | 1 |
| Kaqun Capital Advisors, LLC | Stockbridge, GA | Jan 2019 - Sep 2021 | 2 |
| Optical Technologies, Inc. | Stockbridge, GA | Dec 2019 - Aug 2021 | 1 |
| Fiduciary Solutions, LLC | Roseville, CA | Aug 2008 - Jun 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- NC
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Total Assets Under Management365MILLIONS
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Total Number of Accounts1,630ACCOUNTS
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Average Account Value$224,056
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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