JC
CFP
JC
CFP

John Corso

21 Years of Experience
State College, PA
BrokerSells Insurance

John Corso is a CFP-designated registered investment advisor, based in State College, PA, with 21 years of industry experience.

Location

476 Rolling Ridge Drive, Suite 333, State College, PA, 16801

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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 investment advisor representative at Vicus Capital, an SEC registered investment advisory firm, and owner of PFG Legacy Advisors, LLC, both full-time roles. He also works as an insurance agent selling life, disability, annuities, and long-term care, and owns rental property, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Wealth Services, LLC
February 2019 - Present · 7 yrs 5 mos
Cetera Wealth Services, LLCBroker
February 2019 - Present · 7 yrs 5 mos
Vicus Capital, INC.
June 2006 - Present · 20 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - December 2017 · 4 yrs 3 mos
Walnut Street Securities, INC.Broker
February 2005 - September 2013 · 8 yrs 7 mos
State Registrations25 states
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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 Corso - Financial Advisor | TrueAdvisor