John Pivirotto, financial advisor Burlingame CA

John Pivirotto

CRD Number: 1471025
Current Firm: Lincoln Financial Securities Corporation

John Pivirotto (CRD# 1471025) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Burlingame, CA and has over 24 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Lincoln Financial Securities Corporation Burlingame, CA Jul 2008 - Current 12
Fc Insurance & Financial Services Burlingame, CA Dec 1998 - Current 22
John Pivirotto Financial Services Burlingame, CA Sep 1989 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for John D. Pivirotto
Phone Number: 800-843-2007
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,357
    MILLIONS
  • Total Number of Accounts
    15,310
    ACCOUNTS
  • Average Account Value
    $219,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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