John SullivanCRD Number: 6495771
Current Firm: Girard Advisory Services, LLC
John Sullivan (CRD# 6495771) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 4 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Girard Advisory Services, LLC||King Of Prussia, PA||Aug 2020 - Current||1|
|Unemployed||Conshohocken, PA||Apr 2020 - Aug 2020||< 1|
|Wealth Management Solutions||Exton, PA||Nov 2019 - Apr 2020||< 1|
|Mercer Global Advisors||Radnor, PA||May 2017 - Oct 2019||2|
|Sei Investments||Oaks, PA||Jun 2016 - May 2017||< 1|
|Student||West Lawn And Chester, PA||Aug 2006 - May 2016||9|
|Northwestern Mutual||Lancaster, PA||May 2015 - Jan 2016||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2017|
Total Assets Under Management1,940MILLIONS
Total Number of Accounts3,907ACCOUNTS
Average Account Value$496,660
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WI
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