linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Hallmark Neff

Akre Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Hallmark Neff

John Hallmark Neff is a financial advisor with Akre Capital Management, LLC. John has been in the industry since 1999 and has been with Akre Capital Management, LLC since November 2009. John is licensed in Virginia and has passed the Series 7, Series 16, Series 63 and Series 87 exams. John is also a Chartered Financial Analyst. Akre Capital Management, LLC is a registered investment advisor that provides portfolio management services to individuals, businesses, investment companies and pooled investment vehicles. The firm's clients are primarily located in Virginia, Maryland, and the District of Columbia. The firm's investment philosophy is based on a value investing approach, which seeks to identify undervalued companies with strong fundamentals and a long-term growth potential.

Firm Information

John Neff is currently registered with Akre Capital Management, LLC. Akre Capital Management, LLC is an investment advisor headquartered in MIDDLEBURG, VA. They manage over $14.78 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and investment companies. They provide portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
Akre Capital Management, LLC

2 WEST MARSHALL STREET

MIDDLEBURG, VA 20117

$14.78B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Neff’s Registration & Firm History

VA

04/08/2021 - Present

Akre Capital Management, LLC (MIDDLEBURG VA)

IL

11/11/1999 - 11/10/2009

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

NY

06/01/1994 - 08/09/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if John Hallmark Neff is right for you?

Licenses & Designations

BC

Issued 11/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/04/2003

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 10/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Hallmark Neff.
Not sure if John Hallmark Neff is right for you?