John Cordeiro (CRD# 2319931) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 31 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Napa, CA | Jul 2015 - Current | 8 |
| Sunrise Rotary | Napa, CA | Jul 2013 - Current | 10 |
| Queen Of The Valley Hospital | Napa, CA | Jan 2013 - Current | 11 |
| Various Insurance Carriers For W & R Insurance Agencies | Napa, CA | Oct 1993 - Jul 2015 | 21 |
| Waddell And Reed, Inc. | Napa, CA | Jan 1993 - Jul 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- CA
- TX
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Total Assets Under Management3,855MILLIONS
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Total Number of Accounts19,268ACCOUNTS
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Average Account Value$200,056
- 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
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, 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, WY
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