John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 19 years of experience in the finance industry. John Bubello 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.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Retirement, LLC | Old Saybrook, CT | Jun 2011 - Current | 12 |
| Insurance-non Variable | Old Saybrook, CT | Jun 2010 - Dec 2021 | 11 |
| Everlist, LLC | Old Saybrook, CT | Oct 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CT
- FL
- NC
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts212ACCOUNTS
-
Average Account Value$285,802
- 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
- Educational seminars/workshops
CT, FL, NC
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