JP
CFP
JP
CFP

John Papa

26 Years of Experience
Longwood, FL
BrokerSells Insurance

John Papa is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Longwood, FL, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

370 Crown Oak Centre Drive, Longwood, FL, 32750

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is involved in several business activities, including commercial rental property management, tax and accounting practice, and financial services through Papa & Kaczor P.A. He also sells fixed insurance and provides tax services through Papa & Kaczor Tax Advisors, dedicating a significant amount of time to these endeavors.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2004 - Present · 22 yrs
Cetera Financial Specialists LLCBroker
May 2004 - Present · 22 yrs
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
June 2001 - October 2004 · 3 yrs 4 mos
Hochman & Baker Securities, INC.Broker
January 2000 - September 2004 · 4 yrs 8 mos
State Registrations4 states
CAFLPASC
AdvisorBrokerBoth

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.

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