JC
PFS
JC
PFS
John Culhane is a PFS-designated registered investment advisor, based in Monroe, CT, with 29 years of industry experience.
Location
755 Main Street, Bldg 4, Monroe, CT, 06468
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Regulatory History (1)
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Customer Dispute
August 2011Settled
Other Business ActivitiesSells Insurance
John is involved in several business activities, including selling equity indexed annuities and fixed life products through Avantax and Cincinnati Insurance Co, dedicating minimal time to each. He also owns and manages rental properties with his family, works as a CPA, and serves as a trustee, dedicating full-time hours to his CPA work.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
July 1998 - September 2025 · 27 yrs 2 mos
Avantax Investment Services, INC.Broker
January 1997 - September 2025 · 28 yrs 8 mos
State Registrations24 states
AZCOCTDCFLILKSMAMDMENCNHNJNYOKORPARISCTXVAVTWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.