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John Charles Girvin

Fiduciary Wealth Group, LLC

Centerville, OH

CRD 4555739

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Employer firm

Fiduciary Wealth Group, LLC CRD 299711

$178M regulatory AUM 55 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • SUB-ADVISORY PORTFOLIO MANAGEMENT SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Fiduciary Wealth Group, Llc

6784 Loop Road Suite# 208, Centerville, OH 45459 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-01-17
  • OH RA
    APPROVED
    Since 2019-01-17

Branch Locations

6784 Loop Road Suite# 208, Centerville, OH 45459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Phoenix Cincinnati OH 09/2003 Present
Artifex Financial Group Oakwood OH 01/2011 01/2019
Fiduciary Wealth Group, Llc Centerville OH 01/2026 Present
Fiduciary Wealth Group, Llc Centerville OH 01/2019 01/2026
Previous Registrations
  • 2011-04-20 → 2019-01-24
    Oakwood, OH
  • 2003-01-21 → 2011-04-27
    Girvin Financial Education Services
    Dayton, OH
    Dayton, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

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