John Liberatore (CRD# 6839925) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concentus Wealth Advisors, LLC | King Of Prussia, PA | Oct 2016 - Current | 7 |
| Villanova University | Villanova, PA | May 2015 - Aug 2016 | 1 |
| Villanova University | Villanova, PA | Aug 2012 - May 2016 | 3 |
| Julian Krinsky Camps & Programs | King Of Prussia, PA | May 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- PA
-
Total Assets Under Management800MILLIONS
-
Total Number of Accounts2,337ACCOUNTS
-
Average Account Value$342,293
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX
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