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John David Tumolo

Sector Analysts LLC

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About John David Tumolo

John David Tumolo has over 18 years of experience in the financial industry. John is an Investment Advisor Representative and Managing Member of Sector Analysts LLC. John also provides fixed insurance services. Prior to joining Sector Analysts LLC, John worked at LPL Financial LLC and Northwestern Mutual Investment Services, LLC. John is registered to provide investment advisory services in Pennsylvania. John has also passed exams such as Series 7, Series 6, Series 63, Series 65, and the SIE.

Firm Information

John Tumolo is currently registered with Sector Analysts LLC. Sector Analysts LLC is an investment advisory firm located in Allentown, Pennsylvania. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $178 million in assets for over 1,000 clients. Sector Analysts LLC also participates in wrap fee programs.
Sector Analysts LLC

6126 HAMILTON BLVD.

ALLENTOWN, PA 18106

$178.07M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Tumolo’s Registration & Firm History

PA

06/05/2015 - Present

Sector Analysts LLC (ALLENTOWN PA)

PA

02/09/2006 - 10/30/2017

LPL FINANCIAL LLC (ALLENTOWN PA)

WI

10/28/2004 - 02/02/2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 11/08/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John David Tumolo. Review regulatory record here.
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