John Gisolfi
John Gisolfi is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bangor, PA, with 38 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
136 S. 1st Street, Bangor, PA, 18013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John receives a 50% trail on Pacific Life policies originally sold by a previous branch manager, dedicating minimal time to this. He is also the sole member of Summer By The Sea, LLC, a rental real estate business, spending a few hours per week on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Integrated Asset Management, INC.
Lehigh Securities CorporationBroker
A. F. Investments, INC.Broker
Janney Montgomery Scott INC.Broker
The Stuart-James Company, INC.Broker
State Registrations17 states
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