John Rea, financial advisor Yardley PA
90 score

John Rea

CRD Number: 1394178
Current Firm: Crossgate Wealth Advisors

John Rea (CRD# 1394178) is an Investment Advisor Representative working at Crossgate Wealth Advisors in Yardley, PA and has 1 year of experience in the finance industry. John Rea 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.

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Professional Designations
Company Name Location Dates Years
Cornerstone Financial Consulting Yardley, PA Jan 2001 - Current 15

John Rea has no recent exams reported.
Contact Info for John D. Rea
Phone Number: (215)860-2234
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $212,709
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ, PA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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