Jack
Havice
Sequent Planning, LLC
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About this Advisor
Jack Havice is a financial advisor based in Salem, Virginia, working with Sequent Planning, LLC. Jack has previously held positions at Tampa Maid Foods, Dominos, C P Handheld, Amerilife Of Polk County, Brookstone Capital Management, Amerilife Of Virginia, Sequent Planning LLC, and Futurity First Investment Group. Jack has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Jack is part of Sequent Planning, LLC, which operates out of Salem, Virginia. The firm has 32 offices and 80 employees. The firm manages assets totaling $373.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sequent Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequent Planning, LLC Brokerage Details
$373,438,734
80
4,279
$87,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jack Havice Work History
Sequent Planning LLC
Futurity First Investment Group
Amerilife Of Virginia
Brookstone Capital Management
Amerilife Of Polk County
Dominos
Tampa Maid Foods
C P Handheld
Disclosures
Please visit the SEC profile of Jack Havice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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