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JH

John V. Hinely

CANTERBURY TOLLGATE
Brentwood, TN 37027
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CRD#: 6720321
JH

Professional summary


John Vernon Hinely, who also goes by Johnny Hinely, is a registered financial advisor currently at CANTERBURY TOLLGATE located in Brentwood, Tennessee.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. John has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Johnny Hinely

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.
Life and disability insurance planning and sales; less than 5 hours per week; start date: 04/2013. Investment-related.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Vernon Hinely'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

July 31, 2018 - Present

CANTERBURY TOLLGATE

Office #1: 1616 Westgate Circle Ste 202, Brentwood, TN 37027
RIA
CRD#: 297830
Brentwood, TN
Past

September 15, 2017 - June 21, 2018

SPOTLIGHT ASSET GROUP

RIA
CRD#: 288076
Brentwood, TN
Past

November 4, 2016 - June 13, 2017

CAPITAL MARKETS IQ, LLC

RIA
CRD#: 134921
Brentwood, TN

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
Tennessee
(7/31/2018)
IAR
Texas
(4/18/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/11/2016
Uniform Investment Adviser Law Examination

Current Firm


CT
CANTERBURY TOLLGATE
CANTERBURY TOLLGATE | WEISE RISK ADVISORS, LLC | WEISE RISK ADVISORS | DBA CANTERBURY TOLLGATE

CRD#: 297830 / SEC#:

Tennessee
Registered Investment Advisory firm - (7/25/2018 Approved)
Texas
Registered Investment Advisory firm - (4/12/2019 Conditional Restricted)
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Contact information


Main Address
1616 Westgate Circle Ste 202, Brentwood, TN 37027
Mailing Address
Phone number
(629) 777-6341
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 51,012,735

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
06/20/2023
Cover Page
11/28/2022

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.

Company Information


CANTERBURY TOLLGATE

CRD#: 297830Brentwood, TN 37027

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