Unclaimed Profile

John Charles Girvin

FIDUCIARY WEALTH GROUP, LLC·CENTERVILLE, Ohio

Clean record23 years registeredFIDUCIARY WEALTH GROUP, LLC

6784 LOOP ROAD SUITE# 208, CENTERVILLE, OH 45459CRD# 4555739Firm CRD# 299711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Charles Girvin · CENTERVILLE, OH

Registration

CRD #4555739 · FIDUCIARY WEALTH GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

FIDUCIARY WEALTH GROUP, LLC

Jan 2019 – present

ARTIFEX FINANCIAL GROUP, LLC

Apr 2011 – Jan 2019

OAKWOOD, OH

GIRVIN FINANCIAL EDUCATION SERVICES

Jan 2003 – Apr 2011

DAYTON, OH

Registrations & Exams

Registration record

First registered · January 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY WEALTH GROUP, LLC

CRD 299711 · SEC 801-130550

AUM

$111M

Regulatory assets under management

Employees

392 client accounts

Services offered by FIDUCIARY WEALTH GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIARY WEALTH GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does John Charles Girvin offer?

John Charles Girvin specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Ohio for a consultation.

What are John Charles Girvin's credentials?

John Charles Girvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Charles Girvin located?

John Charles Girvin is based in CENTERVILLE, Ohio, working with FIDUCIARY WEALTH GROUP, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.

How does John Charles Girvin charge for services?

John Charles Girvin'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 FIDUCIARY WEALTH GROUP, LLC?

FIDUCIARY WEALTH GROUP, LLC has approximately 2 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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