JM
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John Mcneff

2 Years of Experience
Philadelphia, PA
BrokerSells Insurance

John Mcneff is a registered investment advisor, based in Philadelphia, PA, with 2 years of industry experience.

Location

1717 Arch Street, Suite 330, Philadelphia, PA, 19103

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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 is a financial consultant at Florida Financial Advisors (DBA Tristate Financial Advisors) since May 2023, working full-time. He also sells fixed insurance through Florida Financial Insurance (DBA Tristate Financial Advisors) for a few hours per week and is a registered representative at Trinity Wealth Securities, LLC, working full-time since June 2024.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
June 2024 - Present · 1 yr 11 mos
Florida Financial Advisors, LLC
May 2023 - Present · 3 yrs
State Registrations4 states
FLNJPATX
AdvisorBrokerBoth

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.
John Mcneff - Financial Advisor | TrueAdvisor