John Linton Avery

Financial Gravity Family Office Services, LLC

41 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Financial Gravity Family Office Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

1,745 clients

Average Client Portfolio

$268K average

Assets Under Management

$467.2M

Fee Structure

Minimum Investment:$25K

Location

2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734

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History

Regulatory History (1)

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Regulatory

December 2004

Final

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Other Business ActivitiesSells Insurance

John is an independent agent with Financial Gravity Enhanced Markets, LLC since 2021, selling life, accident, and other lines of insurance. He dedicates minimal time to these insurance-related activities.

Employment History

Current Registrations

Financial Gravity Family Office Services, LLC

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Kingswood Capital Partners, LLCBroker

November 2021 - January 2023 · 1 yr 2 mos

Forta Financial Group, INC.

October 2005 - October 2021 · 16 yrs

Presidential Brokerage, INC.

January 1999 - December 2002 · 3 yrs 11 mos

Forta Financial Group, INC.Broker

February 1994 - December 2021 · 27 yrs 10 mos

Cohig & Associates, INC.Broker

February 1992 - February 1994 · 2 yrs

R a F Financial CorporationBroker

November 1990 - February 1992 · 1 yr 3 mos

R.B. Marich, INC.Broker

May 1988 - October 1990 · 2 yrs 5 mos

Blinder, Robinson & CO., INC.Broker

January 1984 - June 1988 · 4 yrs 5 mos

State Registrations2 states

COTX

Advisor

Exams

No exam information available for this advisor.