John Sacchetti (CRD# 3005079) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 26 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sb Value Partners | San Antonio, TX | Jul 2017 - Current | 6 |
| Securevest Financial Group, Inc. | San Antonio, TX | Jan 2019 - Nov 2022 | 3 |
| Investment Professinals, Inc. | San Antonio, TX | Feb 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2000 |
- TX
-
Total Assets Under Management3,548MILLIONS
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$30,328,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
CO, IN, MT, OR, TX
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