John SacchettiCRD Number: 3005079
Current Firm: Investment Professionals, Inc.
John Sacchetti (CRD# 3005079) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 19 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Investment Professinals, Inc.||San Antonio, TX||Feb 2009 - Current||8|
|Fixed Income Securities, LP||San Antonio, TX||Jun 2003 - Feb 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2000|
Total Assets Under Management634MILLIONS
Total Number of Accounts2,677ACCOUNTS
Average Account Value$236,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV