Advisor at McCann Investment Management, LLC
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Firm
McCann Investment Management, LLC
Location
Lodi, CA 95240
Credentials
Series 63
Industry experience
31 years
John Mccann is a financial advisor at McCann Investment Management LLC with over 31 years of industry experience. He holds a Series 63 designation and previously worked at Oneamerica Securities, Inc. for 20 years. Outside of his advisory role, he serves as Head Elder at Lodi English Oaks Church and is involved as CFO and controller at Evokelife, Inc., as well as heading the board of the Lodi Educational Endowment Foundation. McCann Investment Management LLC provides discretionary asset management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, charitable institutions, and employer-sponsored plans. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, using a combination of fundamental, cyclical, technical, and charting analysis, and offers ERISA plan services including limited-scope fiduciary consulting.
Based on McCann Investment Management, LLC
Based on McCann Investment Management, LLC
$0+: Up to 1.50% annually (negotiable) for discretionary asset management $0+: Up to 1.00% annually (negotiable) for ERISA plan services $0+: Up to 1.00% annually for American Funds Service Company accounts $0+: Up to 1.5% annually (negotiable) for Third Party Manager AssetMark referral fee
$200 per hour for financial planning
Account minimum: $25,000 Fee-only: $200 per hour for financial planning
214 W. Lockeford Street, Suite 9
Lodi, CA 95240
California
Lodi English Oaks Church
2022 - Present (4 years)
McCann Investment Management, LLC
2021 - Present (5 years)
Evokelife, Inc.
2020 - Present (6 years)
Oneamerica Securities, Inc
2001 - 2021 (20 years)
John Mccann, Sole Proprietor
2001 - Present (25 years)
Mccann Insurance
1994 - Present (32 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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