John G. Mccann

MCCANN INVESTMENT MANAGEMENT LLC

Lodi, CA 95240

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CRD#: 2479613

Professional summary

John Gordon Mccann is a registered financial advisor currently at MCCANN INVESTMENT MANAGEMENT LLC located in Lodi, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)MCCANN INSURANCE; YES; LODI, CA; INSURANCE AGENT/ OWNER; 06/1994; 25/MO; 25/MO; MARKET AND SELL SERVICES 2) LODI ENGLISH OAKS CHURCH; NO;LODI, CA; CHURCH; HEAD ELDER; 06/2022; 10/MO; 10/MO; EVENT PLANNING AND LEADERSHIP 3) JOHN MCCANN, SOLE PROPRIETOR- PROPERTY MANAGER; YES; LODI,CA; RENTALPROPERTY MANAGER/ OWNER; 05/2001; 5/MO; 5/MO; MANAGE PROPERTIES AND TENNETS 4) LODI EDUCATIONAL ENDOWMENT FOUNDATION; NO; LODI, CA;NON-PROFIT; HEAD OF BOARD; 2/MO; 2/MO; EVENT PLANNING, ACCOUNTING, AND LEADERSHIP 5)EVOKELIFE, INC.; NO; LODI, CA; CFO/CONTROLLER; 01/2020;10/MO; 10/MO; EVENT PLANNING, ACCOUNTING, AND LEADERSHIP 6)BNI Wealth Builders Chapter; Secretary since 2019; not investment related; 5 hrs/mo 7)YOSEMITE COMMUNITY COLLEGE DISTRICT; NO; ADJUNT PROFESSOR; MODESTO, CA; 09/2016; 4/MO; 0/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gordon Mccann's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 18, 2021 - Present

MCCANN INVESTMENT MANAGEMENT LLC

Office #1: 214 W. Lockeford Street Suite 9, Lodi, CA 95240

RIA

CRD#: 315149

Lodi, CA

Past

January 3, 2002 - August 17, 2021

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

LODI, CA

Past

November 13, 2001 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

November 13, 2001 - August 17, 2021

ONEAMERICA SECURITIES, INC.

CRD#: 4173

LODI, CA

Past

January 29, 2001 - December 19, 2001

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

May 18, 1994 - January 25, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 18, 1994 - January 25, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/26/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/1994

General Securities Representative Examination

Current Firm

MCCANN INVESTMENT MANAGEMENT LLC

CRD#: 315149 / SEC#:

California

Registered Investment Advisory firm - (8/18/2021 Approved)

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Contact information

Main Address

214 W. Lockeford Street Suite 9, Lodi, CA 95240

Mailing Address

P.o. Box 2212, Lodi, CA 95241

Phone number

(209) 339-1825

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	119
AUM (Assets Under Management)	$ 7,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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John G. Mccann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Gordon Mccann's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCCANN INVESTMENT MANAGEMENT LLC

ONEAMERICA SECURITIES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

ONEAMERICA SECURITIES, INC.

NATIONAL PLANNING CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/26/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/17/1994

Current Firm

MCCANN INVESTMENT MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCCANN INVESTMENT MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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