John
Finigan
Wms Partners, LLC
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About this Advisor
John Finigan is a financial advisor based in Towson, Maryland, working with Wms Partners, LLC. John has previously held positions at Jpmorgan Chase Bank, N.A, Jpmorgan Securities, LLC, University of Delaware, Fidelity Investments, Diamond State Financial Group, Suffolk Construction, University of Delaware, Wells Fargo Clearing Services, LLC, and Wms Partners, LLC. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, John is part of Wms Partners, LLC, which operates out of Towson, Maryland. The firm has 1 office and 79 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Wms Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wms Partners, LLC Brokerage Details
$5,664,188,520
79
4,434
$1,277,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
John Finigan Work History
Wms Partners, LLC
Wells Fargo Clearing Services, LLC
Jpmorgan Chase Bank, N.A
Jpmorgan Securities, LLC
Suffolk Construction
University Of Delaware
Diamond State Financial Group
Fidelity Investments
Univeristy Of Delaware
Disclosures
Please visit the SEC profile of John Finigan 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 Wms Partners, LLC
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
Towson, MD
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