John Liptak, financial advisor Westfield MA

John Liptak

CRD Number: 4047791
Current Firm: Kestra Advisory Services, LLC

John Liptak (CRD# 4047791) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westfield, MA and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Westfield, MA Apr 2016 - Current 7
Kestra Investment Services, LLC Westfield, MA Nov 2008 - Current 15
Nfp Securities Inc. Westfield, MA Nov 2008 - Apr 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1999
Contact Info for John P. Liptak
Phone Number: 8445537872
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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