JR
CFP
JR
CFP

John Rinker

12 Years of Experience
Sells Insurance

John Rinker is a CFP-designated registered investment advisor at Veracity Capital LLC, based in Atlanta, GA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $700M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
331 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$695.4M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.40%
$5.0M - $10.0M1.30%
$10.0M - $25.0M1.20%
$25M+1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John has been a GA insurance agent offering various types of insurance products since 2018. This investment-related activity takes about half of his time.

Employment History
Current Registrations
Veracity Capital LLC
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Independent Financial Group, LLCBroker
January 2019 - May 2019 · 4 mos
F3logic, LLC
September 2018 - December 2019 · 1 yr 3 mos
The Ayco Company,l.p.
July 2013 - August 2018 · 5 yrs 1 mo
Mercer Allied Company, L.P.Broker
June 2013 - August 2018 · 5 yrs 2 mos
State Registrations2 states
GATX
Advisor

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.

Exams
No exam information available for this advisor.