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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Chaffin Mumper is a financial advisor registered with Patina Wealth in Virginia and Texas. John has been in the industry since May 2011. John is also an Investment Adviser Representative in Virginia. John holds a Series 65 license and is licensed in Virginia and Texas. John specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. John is experienced in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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VA
05/21/2018 - Present
Patina Wealth (RICHMOND VA)
IA
Issued 02/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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