JP
CFP · ChFC
JP
CFP · ChFC

John Parrillo

35 Years of Experience
San Diego, CA
BrokerSells Insurance

John Parrillo is a CFP, ChFC-designated registered investment advisor, based in San Diego, CA, with 35 years of industry experience.

Location

6265 Greenwich Dr Suite 251, San Diego, CA, 92122

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John is an insurance agent since 2011 and involved in marketing since 2008. He is also a sole proprietor/writer since 2000, a partner in a real estate venture since 2005, and president of Wealth Navigation Advisors, dedicating full-time hours to the latter.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
April 2012 - November 2020 · 8 yrs 7 mos
Advanced Wealth Planning
March 2011 - August 2011 · 5 mos
First Allied Securities, INC.
March 2011 - July 2012 · 1 yr 4 mos
Rjl Wealth Management, LLC
April 2010 - March 2011 · 11 mos
First Allied Securities, INC.Broker
November 2007 - September 2022 · 14 yrs 10 mos
Raymond J. Lucia Companies, INC.
March 2006 - November 2010 · 4 yrs 8 mos
Rjl Financial Network, L.L.C.
May 2004 - June 2006 · 2 yrs 1 mo
Securities America Advisors, INC.
July 2002 - August 2007 · 5 yrs 1 mo
Securities America, INC.Broker
July 2002 - November 2007 · 5 yrs 4 mos
Ifmg Securities, INC.
July 2002 - July 2002 · 0 mos
Ifmg Securities, INC.Broker
January 1999 - July 2002 · 3 yrs 6 mos
Nylife Securities INC.Broker
February 1991 - February 1999 · 8 yrs
State Registrations26 states
AZCACOCTDEFLHIIDLAMAMDMEMTNCNHNJNMNVNYORPASCSDTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Parrillo - Financial Advisor | TrueAdvisor