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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 Hammond Urner is a financial advisor with over 25 years of experience in the industry. John is currently registered with B. Riley Wealth Advisors, Inc. and serves clients in Hagerstown, Maryland. John has a wide range of experience, including working with Commonwealth Financial Network, Cetera Investment Services LLC and RBC Capital Markets Corporation. John has experience working with individuals, families, corporations, charitable organizations, pension and profit-sharing plans. John is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
08/27/2022 - Present
B. Riley Wealth Advisors, Inc. (Hagerstown MD)
PA
10/31/2016 - 05/14/2018
CETERA INVESTMENT SERVICES LLC (CHAMBERSBURG PA)
MD
09/10/2010 - 11/28/2016
COMMONWEALTH FINANCIAL NETWORK (HAGERSTOWN MD)
MD
03/13/2009 - 09/22/2010
RBC CAPITAL MARKETS CORPORATION (HAGERSTOWN MD)
MD
05/06/1997 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HAGERSTOWN MD)
MO
09/10/1996 - 06/05/1997
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
05/17/1995 - 09/10/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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