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John Ferrell Mcsorley

GUIDANCE INVESTMENT ADVISORS, LLC·ELKHART, Indiana
Clean recordGUIDANCE INVESTMENT ADVISORS, LLC
3140 WINDSOR COURT, ELKHART, IN 46514CRD# 4767527Firm CRD# 154644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Ferrell Mcsorley · ELKHART, IN
Registration
CRD #4767527 · GUIDANCE INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Ferrell Mcsorley is a registered financial advisor based in ELKHART, Indiana, affiliated with GUIDANCE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GUIDANCE INVESTMENT ADVISORS, LLC
GUIDANCE INVESTMENT ADVISORS, LLC
AUM
$272M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GUIDANCE INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4767527
Firm CRD# 154644
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Ferrell Mcsorley offer?
John Ferrell Mcsorley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELKHART, Indiana for a consultation.
What are John Ferrell Mcsorley's credentials?
John Ferrell Mcsorley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Ferrell Mcsorley located?
John Ferrell Mcsorley is based in ELKHART, Indiana, working with GUIDANCE INVESTMENT ADVISORS, LLC. Their office serves clients in the ELKHART metropolitan area and surrounding communities.
How does John Ferrell Mcsorley charge for services?
John Ferrell Mcsorley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GUIDANCE INVESTMENT ADVISORS, LLC?
GUIDANCE INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GUIDANCE INVESTMENT ADVISORS, LLC

Amy Suzanne Mcsorley
ELKHART, IN
Maureen Alice Teunissen
ELKHART, IN

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