John Dimatteo (CRD# 4662670) is an Investment Advisor Representative working at Dimatteo Financial Group in Chadds Ford, PA and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dimatteo Financial Group, Inc. | Chadds Ford, PA | Nov 2010 - Current | 13 |
| Coastal Equities, Inc. | Wilmington, DE | Mar 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- DE
- MD
- PA
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts132ACCOUNTS
-
Average Account Value$254,209
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
DE, MD, PA
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