John Gulli (CRD# 6630555) is an Investment Advisor Representative working at Kendall James Advisors in Hockessin, DE and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Paul Gulli | Hockessin, DE | Mar 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- DE
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$1,800,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
DE
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