John Desimone (CRD# 2301047) is an Investment Advisor Representative working at Peddock Capital Advisors, LLC in Braintree, MA and has over 27 years of experience in the finance industry. John Desimone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peddock Capital Advisors, LLC | Braintree, MA | Jan 2021 - Current | 3 |
| Dakota Wealth, LLC | Peabody, MA | Feb 2019 - Dec 2020 | 1 |
| Gml Associates, Pc | Boston, MA | Jan 2019 - Dec 2020 | 1 |
| Dakota Wealth, Llc (formerly Oakmont Partners, Llc) | Peabody, MA | Jan 2007 - Feb 2019 | 12 |
| Oakmont Capital Partners, LLC | Boston, MA | Aug 2007 - Dec 2014 | 7 |
| Charity Partners, Inc. | Boston, MA | Apr 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- MA
-
Total Assets Under Management614MILLIONS
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Total Number of Accounts437ACCOUNTS
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Average Account Value$1,403,999
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
MA, NV, TX
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