John Scala (CRD# 6505481) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Winston Salem, NC and has over 7 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ftb Advisors | Winston-salem, NC | Jul 2019 - Current | 5 |
| Citigroup | Garden City, NY | Apr 2018 - May 2019 | 1 |
| Capital One Investing, LLC | East Meadow, NY | Jun 2017 - Apr 2018 | < 1 |
| Capital One Advisors, LLC | East Meadow, NY | Jun 2017 - Apr 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | Oct 2016 - Jun 2017 | < 1 |
| Dicarlo Distributors | Holtsville, NY | Jul 2016 - Oct 2016 | < 1 |
| Full-time College Student | Poughkeepsie, NY | Aug 2015 - May 2016 | < 1 |
| Merrill Lynch | Melville, NY | Jun 2015 - Aug 2015 | < 1 |
| Full-time College Student | Poughkeepsie, NY | Aug 2014 - May 2015 | < 1 |
| Dicarlo Distrubutors | Holtsville, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- NC
-
Total Assets Under Management12,357MILLIONS
-
Total Number of Accounts8,945ACCOUNTS
-
Average Account Value$1,381,391
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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