John ProkopCRD Number: 2586657
Current Firm: Tilson Financial Group Inc.
John Prokop (CRD# 2586657) is an Investment Advisor Representative working at Tilson Financial Group Inc. in New Providence, NJ and has over 24 years of experience in the finance industry. John Prokop 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Tilson Financial Group, Inc.||New Providence, NJ||Jan 2013 - Current||9|
|Unemployed||Florham Park, NJ||Nov 2011 - Jan 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management568MILLIONS
Total Number of Accounts1,511ACCOUNTS
Average Account Value$375,735
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, MA, NJ, NY, PA, SC, TX, VA
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