John Mezzullo
John Mezzullo is a registered investment advisor at Duncan Financial Planning Advisors, based in Lutherville-Timonium, MD, with 52 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
Lutherville-Timonium, MD
Get directionsHistory
Regulatory History (7)
Judgment / Lien
February 2024Judgment / Lien
December 2023Judgment / Lien
October 2023Judgment / Lien
October 2020Financial
January 2020Judgment / Lien
November 2019Customer Dispute
April 2018Other Business ActivitiesSells Insurance
John is an independent insurance agent for various insurance companies. He is also the President of P.A. Financial Services Corporation and an advisory representative of a RIA, spending about 10-20% of his time and about half his time, respectively, on these investment-related activities.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Applied Financial Wisdom
Research Financial Strategies
LPL Financial LLCBroker
Triad Advisors, INC.
Glass Jacobson Investment Advisors, LLC
Triad Advisors, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Chubb Securities CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Home Life Insurance CompanyBroker
State Registrations15 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.