John Foligno (CRD# 7086559) is an Investment Advisor Representative working at Grand Life Financial LLC in Stuart, FL and has over 5 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2650834
Convergence Investment Partners, LLC
CRD# 5650780
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Life Financial LLC | Stuart, FL | May 2022 - Current | 2 |
| Commonwealth Financial Network | San Diego, CA | Apr 2021 - Oct 2022 | 1 |
| Modera Wealth Management, LLC | Westwood, NJ | Nov 2018 - Jan 2021 | 2 |
| Unemployed/contractor (consultant) | Dobbs Ferry, NY | Jun 2018 - Nov 2018 | < 1 |
| Lim College | New York, NY | Aug 2017 - Jun 2018 | < 1 |
| Cubism Group, Inc. | Dobbs Ferry, NY | Jan 1997 - Aug 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- FL
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$223,282
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, TX
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