John Charles Girvin
CFP®Professional Summary
John Charles Girvin, CFP® is a registered financial advisor currently at FIDUCIARY WEALTH GROUP, LLC located in Centerville, Ohio. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FIDUCIARY WEALTH GROUP, LLC
Contact Information
Main Address
6784 Loop Road Suite# 208, Centerville, OH 45459Phone Number
(855) 560-7171# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
452AUM (Assets Under Management)
$177,999,104Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
FIDUCIARY WEALTH GROUP, LLC
State Registrations and Notice Filings
(1/17/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John Charles Girvin's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC