John
Neeley

Nationwide Securities, LLC

CRD#5932682
Investment Advisor
in Sacramento, CA

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About this Advisor

John Neeley is a financial advisor based in Sacramento, California, working with Nationwide Securities, LLC. John has previously held positions at Cambridge Investment Research, Inc, Lane Florence, LLC, Shaw Security Management, Government Action & Communication Institute, UC Berkeley, Cambridge Investment Research Advisors, Inc, Nationwide Securities LLC, Securities America Advisors, and Securities America, Inc. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, John is part of Nationwide Securities, LLC, which operates out of Sacramento, California. The firm has 3 offices and 26 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Nationwide Securities, LLC includes asset-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Sacramento, CA

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Nationwide Securities, LLC Brokerage Details

Total Number of Employees

26

CA Average: 34

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Neeley Work History

2023 - Present (1 year)

Nationwide Securities LLC

2023 - Present (1 year)

Securities America Advisors

2023 - Present (1 year)

Securities America, Inc

2021 - 2023 (2 years)

Lane Florence, LLC

2021 - 2023 (2 years)

Cambridge Investment Research Advisors, Inc

2017 - 2023 (6 years)

Cambridge Investment Research, Inc

2016 - 2020 (4 years)

Lane Florence, LLC

2015 - 2016 (1 year)

Government Action & Communication Institute

2012 - 2014 (2 years)

Shaw Security Management

2010 - 2014 (4 years)

Uc Berkeley

Disclosures

Please visit the SEC profile of John Neeley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nationwide Securities, LLC

Harley Cranswick
Gilbert, AZ
Bradford Eiden
Louisville, KY
Kirk Weber
Columbus, OH
Garett Feldkamp
Loveland, OH
William Russell
Columbus, OH
Josue Ortiz
Columbus, OH
Alexander Baines
Louisville, KY
Katrina Jackson
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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