John Wischum (CRD# 1124457) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Calverton, MD and has over 37 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Td Bank N.a. | Vienna, VA | Oct 2022 - Current | 1 |
Td Private Client Wealth LLC | Vienna, VA | Oct 2022 - Current | 1 |
Pruco Securities, LLC | East Brunswick, NJ | May 2021 - Oct 2022 | 1 |
Prudential Insurance Company Of America | East Brunswick, NJ | May 2021 - Oct 2022 | 1 |
Retired | Aldie, VA | Oct 2020 - May 2021 | < 1 |
Lsa Securities, Inc. | Beaverton, OR | Oct 1998 - Oct 2020 | 22 |
Allstate Insurance Company | Hatboro, PA | Apr 1995 - Oct 2020 | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1986 |
- DE
- DC
- FL
- GA
- MD
- MN
- NC
- SC
- VA
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
-
Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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