JP
JP

John Craig Prickett

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,492 clients
Average Client Portfolio
$479K average
Assets Under Management
$714.9M

Fee Structure

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Location

Glen Mills, PA

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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 independent insurance agent since January 2024, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Market Street Wealth Management
January 2024 - Present · 2 yrs 1 mo
USA Financial Securities LLCBroker
September 2023 - Present · 2 yrs 5 mos
State Registrations9 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.