John McGorry, financial advisor Bethlehem PA
93 score

John McGorry

CRD Number: 1026807
Current Firm: Vicus Capital, Inc.

John McGorry (CRD# 1026807) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bethlehem, PA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA Jan 2008 - Current 8
Walnut Street Securities Inc. St Louis, MO Jan 2008 - Aug 2013 5
Provident Mutual Life Ins Co Allentown, PA Aug 1969 - Jan 2008 38
1717 Capital Management Company Philadelphia, PA Dec 1981 - Dec 2007 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for John E. McGorry
Phone Number: 855-558-4287
Firm Website: http://vicuscapital.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,094
    MILLIONS
  • Total Number of Accounts
    4,397
    ACCOUNTS
  • Average Account Value
    $248,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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