John Wilmerding (CRD# 1944701) is an Investment Advisor Representative working at Thayer Partners LLC in Wyndmoor, PA and has over 18 years of experience in the finance industry.
CRD# 2510341
Fidelity Personal And Workplace Advisors
CRD# 4695936
Apex Financial Advisors, Inc.
CRD# 2933920
Creative Capital Wealth Management Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thayer Partners, LLC | Wyndmoor, PA | Dec 2011 - Current | 12 |
| Commonwealth Financial Network | Waltham, MA | Jan 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- PA
-
Total Assets Under Management295MILLIONS
-
Total Number of Accounts316ACCOUNTS
-
Average Account Value$933,045
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, MA, ME, NH, PA, TX, VA, WA
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