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John S Licciardello

VALO GROUP, LLC·PHILADELPHIA, Pennsylvania
Clean recordVALO GROUP, LLC
2001 MARKET STREET, PHILADELPHIA, PA 19103CRD# 3088725Firm CRD# 172139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John S Licciardello · PHILADELPHIA, PA
Registration
CRD #3088725 · VALO GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John S Licciardello is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with VALO GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VALO GROUP, LLC
VALO GROUP, LLC
AUM
$105M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3088725
Firm CRD# 172139
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05

Frequently Asked Questions

What services does John S Licciardello offer?
John S Licciardello specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are John S Licciardello's credentials?
John S Licciardello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John S Licciardello located?
John S Licciardello is based in PHILADELPHIA, Pennsylvania, working with VALO GROUP, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does John S Licciardello charge for services?
John S Licciardello's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALO GROUP, LLC?
VALO GROUP, LLC is a registered investment adviser with the SEC, managing $105M in regulatory assets under management. See their Form ADV for full details.
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