John Palladino, MBA, AIF®, CRPS®
CRD Number: 5475717
Current Firm: Kestra Advisory Services, LLC
Compensation Model: Both
John Keith Palladino (CRD# 5475717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX. John is dually registered with FINRA and the SEC.
401(k) & 403(b) Fiduciary Advisors, Inc. is an independent qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. We provide fiduciary and investment guidance for institutional plan sponsors of 401(k), 403(b) and 457 defined contribution plans. Our sole focus is retirement plan consulting. As a prudent expert, we strive to provide objective and unbiased advice to trustees, administrators and fiduciaries of qualified retirement plans.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | San Mateo, CA | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | San Mateo, CA | Jul 2014 - Current | 9 |
| 401(k) & 403(b) Fiduciary Advisors, Inc. | San Mateo, CA | May 2010 - Current | 13 |
| Nfp Advisor Services, LLC | San Mateo, CA | Jul 2014 - Apr 2016 | 1 |
| Financial Telesis, Inc. | San Rafael, CA | Mar 2008 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- CA
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- 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, VI, VT, WA, WI, WV, WY
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered though Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. 401(k) & 403(b) Fiduciary Advisors, Inc. is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
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