John Cultrera

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About John Cultrera

John went into finance with one goal: to help people. By giving an honest, direct opinion of your financial portfolio and goals, he works to create a plan that compliments your future. He likes to follow a methodical approach to financial planning by gathering relevant information, analyzing the numbers, creating and implementing strategy which strives to achieve goals through measurable metrics. Your relationship will be built on trust and reliability; in other words, you can count on John always giving it to you straight the New Yorker way!

Holding the Series 7, 63 & 66 licenses*, John has vast knowledge in investment and portfolio management. Previous experience includes Investment Specialist at Joseph Gunnar, as well as Financial Advisor at Merrill Lynch, National Securities and Ridgewood Savings Bank. Having experience at these major financial firms has helped to establish comrehensive approaches to portfolio planning, investment strategies and analytical review.

John graduated Cum Laude from Pace University with a BBA in Finance. During his time at Pace, John provided tutoring in Advanced Financial Analysis and Financial Management classes. While tutoring, John displayed a natural strength in educating and effectively communicating financial concepts, portfolio and strategy.

John is a native New Yorker, a foodie born and raised in the city with a love for family and sharing a great meal. Get to know more by connecting today!

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General Information

Firm Start Year

2019

CRD#

6090243

Firm CRD#

6413

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 63, Series 7, Series 66

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Accident, Disability

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

SouthHampton Wealth Management