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John F. Shoro

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only
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Location

446 Main Street, Suite 1101, Worcester, MA, 01608

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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 producer since 2005, dedicating a few hours per week to insurance sales. He also holds various corporate officer and board member positions, and works as a partner at Bowditch & Dewey LLP, a law practice, taking nearly full-time.

Employment History
Current Registrations
The Patriot Financial Group, LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
July 2018 - December 2022 · 4 yrs 5 mos
MML Investors Services, LLCBroker
March 2008 - July 2018 · 10 yrs 4 mos
B&d Advisors
January 2004 - June 2008 · 4 yrs 5 mos
Cantella & CO., INC.
April 2002 - March 2008 · 5 yrs 11 mos
Cantella & CO., INC.Broker
December 2001 - March 2008 · 6 yrs 3 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
John F. Shoro - Financial Advisor | TrueAdvisor