John Salan is a PFS-designated registered investment advisor, based in La Plata, MD, with 21 years of industry experience.
Location
103 CENTENNIAL STREET Unit E, La Plata, MD, 20646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent selling various insurance products, including life and health insurance, and fixed annuities. He also owns a CPA firm providing accounting, tax, and consulting services, and manages commercial rental property; the CPA firm takes nearly full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Farmers Financial Solutions, LLCBroker
Metlife Securities INC.Broker
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
Nationwide Securities, LLCBroker
Medallion Investment Services, INC.Broker
Intersecurities, INC.Broker
Mtl Equity Products, INC.Broker
1717 Capital Management CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.