John Picardi Email & Phone Number
Financial Advisor at Bison Wealth, LLC @ Bison Wealth, LLC
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John Picardi Location
- Acworth, GA, US
John Picardi Work
- 2022 -now Financial Advisor at Bison Wealth, LLC @
- 2022 -2022 Financial Advisor @
- 2010 -2022 Financial Advisor and Partner @ Active Financial Group
- 2008 -2010 Financial Advisor and President @
- 2008 -2010 Financial Advisor @
- 2003 -2008 Financial Advisor and Investment Advisor Representative @ Investment Advisors International
- 2003 -2004 Consultant - IIB @ John Picardi
- 1990 -2002 President @
John Picardi Education
- Fairleigh Dickinson University
Bachelor Of Science (Accounting, Finance)
1974-1978
John Picardi Skills
- Retirement Planning
- Retirement
- Investments
- Wealth
- Portfolio Management
- Financial Advisory
- Securities
- Small Business
- Strategic Financial Planning
- Insurance
- Finance
- Fixed Annuities
- 401k
- Wealth Management
- Leadership
- Management
- IRAs
- Tax
- Estate Planning
- Life Insurance
- Mutual Funds
- Financial Planners
- Financial Services
- Investment Advisory
- Financial Planning
- 401k Rollovers
- Strategy
- Series 7
- Employee Benefits
- Investment Strategies
- Alternative Investments
- Roth IRA
- Annuities
- Asset Managment
- Long-term Care
- Series 65
- Wealth Accumulation
- Series 63
- Wealth Management Services
- Series 6
- Term Life Insurance
- Asset Allocation
- Personal Finance
- Variable Annuities
- Disability Insurance
- Asset Management
- Strategic Planning
John Picardi Summary
- John Picardi, based in Acworth, GA, US, is currently a Financial Advisor at Bison Wealth, LLC at Bison Wealth, LLC. John Picardi brings experience from previous roles at Lakeview Capital Partners, LLC, Active Financial Group, Money Concepts and with IronStone Bank. John Picardi holds a 1974 - 1978 Bachelor Of Science in Accounting, Finance @ Fairleigh Dickinson University. With a robust skill set that includes Retirement Planning, Retirement, Investments, Wealth, Portfolio Management and more. John Picardi has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named John Picardi
John Picardi
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John Picardi
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John Picardi
Financial Advisor at Bison Wealth, LLC
Acworth, GA, US
Top Bison Wealth, LLC Employees
Thomas Scaturro
President
United States
Aaron Fisher
Director, Wealth Management
Lancaster, PA, US
Patricia Janco-Tupper
Managing Director and Partner
New York, NY, US
Gregory Owsiany
Managing Director
New York, NY, US
Gary Plourde
Director
Sanford, FL, US
Megan Delaney
Chief Marketing Officer
United States
John Picardi
Financial Advisor at Bison Wealth, LLC
Acworth, GA, US
Janet Shamblin
Managing Director
Palm Beach Gardens, FL, US
Susan Picardi
Director
Atlanta, GA, US
Matthew Creciun
Managing Director and Partner
United States
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