John Marotta (CRD# 7443581) is an Investment Advisor Representative working at Summit Investment Advisory Group LLC in Huntingdon Valley, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
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Raymond James Financial Services Advisors, Inc.
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Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Investment Advisory Group LLC | Huntingdon Valley, PA | Sep 2021 - Current | 2 |
| Summit Financial Group, Inc. | Huntingdon Valley, PA | Aug 2021 - Current | 2 |
| Summit Investment Advisory Group LLC | Huntingdon Valley, PA | Jun 2021 - Current | 2 |
| Student | Langhorne, PA | Aug 2010 - May 2021 | 10 |
| Amazon | Langhorne, PA | Jul 2020 - Jan 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- AL
- CT
- FL
- GA
- MD
- MO
- NJ
- NC
- OH
- PA
- TN
- TX
- VA
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$314,324
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, CT, FL, GA, MD, MO, NC, NJ, OH, PA, TN, TX, VA
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