JG
JG

John Glicco

11 Years of Experience
Gulfport, MS
1 DisclosureMay Earn Commission

John Glicco is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gulfport, MS, with 11 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Gulfport, MS

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History

Regulatory History (1)
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Financial
September 2018
Final
Employment History
Current Registrations
Previous Registrations
Commonwealth Financial Network
November 2021 - March 2026 · 4 yrs 4 mos
Beyond Capital Financial Management Group, INC.
May 2009 - April 2011 · 1 yr 11 mos
Next Financial Group, INC.
February 2009 - March 2010 · 1 yr 1 mo
UBS Financial Services INC.
January 2006 - March 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.
January 2005 - January 2006 · 1 yr
State Registrations1 state
MS
Advisor

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.
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