John Simeone
John Simeone is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lewes, DE, with 25 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
17644 Coastal Hwy, Suite 3, Lewes, DE, 19958
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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 works as a bank associate at Fulton Bank providing investment advice and financial planning, and as an employee/financial advisor at Fulton Financial Advisors. He also works as an agent for Specific Solutions selling life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations14 states
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