1. Wealthminder
  2. Longwood, FL
John Papa, financial advisor Longwood FL

John Papa

CRD Number: 4068873
Current Firm: Cetera Investment Advisers LLC

John Papa (CRD# 4068873) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Longwood, FL and has over 20 years of experience in the finance industry. John Papa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Diamond Agency Lake Mary, FL Nov 2017 - Current 3
Lock Talent Orlando, FL Nov 2017 - Current 3
Papa & Kaczor P.a. Dba Papa & Kaczor Financial Specialists Longwood, FL Nov 2012 - Current 8
Cetera Financial Specialists LLC Schaumburg, IL May 2004 - Current 16
Cetera Investment Advisers LLC Schaumburg, IL May 2004 - Current 16
Papa & Kaczor P.a. Longwood, FL Nov 1990 - Current 30
John Papa Winter Park, FL Jan 2017 - Nov 2017 < 1
Time Saving Technology, Inc. Maitland, FL Jun 1997 - Oct 2012 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
Contact Info for John B. Papa
By the Numbers
  • Total Assets Under Management
    15,868
    MILLIONS
  • Total Number of Accounts
    78,591
    ACCOUNTS
  • Average Account Value
    $201,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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