John McNulty, financial advisor Manasquan NJ
84 score

John McNulty

CRD Number: 1162174
Current Firm: Retirement Wealth Advisors, Inc.

John McNulty (CRD# 1162174) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Manasquan, NJ and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Retirement Wealth Advisors, Inc. Jenison, MI Mar 2015 - Current 1
John J Mcnulty & Associates - Independent Insurance Sales Manasquan, NJ Oct 2002 - Current 14
Horter Investment Management, LLC Cincinnati, OH Oct 2012 - Mar 2015 2
Prime Capital Services, Inc. Bayonne, NY Jun 2008 - Apr 2009 < 1
Jefferson Pilot Securities Corporation Manasquan, NJ May 2005 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for John J. McNulty
Phone Number: 616-667-2150
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
84

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