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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 5 mobile phone numbers on RocketReach.
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