John Lipari
John Lipari is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Palm Beach, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11770 Us Highway One, Suite 201E, North Palm Beach, FL, 33408
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1994Other Business Activities
John is an owner and branch manager/financial advisor at Lipari & Associates Investment Management since 2020, and an owner at Pecuniam Capital LLC since 2016. He dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Manhattan COBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vantage Securities of Colorado, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.