John AcostaCRD Number: 2766451
Current Firm: Rbc Capital Markets, LLC
John Acosta (CRD# 2766451) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Florham Park, NJ and has over 25 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|City National Bank||Florham Park, NJ||Jun 2018 - Current||4|
|Rbc Capital Markets, LLC||Florham Park, NJ||Nov 2013 - Current||8|
|Crestpointe Financial Partners||Bernardsville, NJ||Apr 2009 - Nov 2013||4|
|Raymond James Financial Services, Inc.||Bernardsville, NJ||Apr 2009 - Nov 2013||4|
|Raymond James Financial Services Advisors, Inc.||Bernardsville, NJ||Apr 2009 - Nov 2013||4|
|Crestpointe Insurance Partners||Bernardsville, NJ||May 2010 - May 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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