John Masegian, financial advisor Campbell CA

John Masegian

CRD Number: 4782088
Current Firm: Pruneyard Financial Group, Inc.

John Masegian (CRD# 4782088) is an Investment Advisor Representative working at Pruneyard Financial Group, Inc. in Campbell, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Pruneyard Financial Group, Inc. Campbell, CA Jun 2002 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for John D. Masegian
Phone Number: 408-377-4444
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $445,471
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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