Invested Better
Unclaimed

Unclaimed

Unclaimed

John Eugene Lanzetta

IC Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Eugene Lanzetta

John Eugene Lanzetta is a financial advisor with over 30 years of experience in the industry. John is currently registered with IC Advisory Services, Inc., and has held previous registrations with several other firms. John provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, and charitable organizations.

Firm Information

John Lanzetta is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Lanzetta’s Registration & Firm History

PA

03/25/2024 - Present

IC Advisory Services, Inc. (MECHANICSBURG PA)

PA

12/10/2018 - 03/28/2024

SECURITIES AMERICA, INC. (MECHANICSBURG PA)

PA

12/01/2006 - 12/17/2018

QUESTAR CAPITAL CORPORATION (QUAKERTOWN PA)

PA

12/16/2003 - 12/01/2006

USALLIANZ SECURITIES, INC. (QUAKERTOWN PA)

NJ

03/04/2002 - 12/16/2003

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

OK

02/01/2001 - 03/01/2002

AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)

SC

08/04/1997 - 02/05/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

PA

11/08/1996 - 05/19/1997

KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)

NE

04/16/1996 - 11/07/1996

LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)

MN

11/14/1995 - 04/12/1996

COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)

IN

08/30/1995 - 11/10/1995

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/30/1995 - 11/10/1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NA

04/08/1993 - 08/11/1995

INDEPENDENT FINANCIAL SECURITIES, INC.

WI

09/03/1992 - 11/13/1992

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

09/03/1992 - 11/13/1992

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

Not sure if John Eugene Lanzetta is right for you?

Licenses & Designations

IA

Issued 07/03/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/24/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for John Eugene Lanzetta. Review regulatory record here.
Not sure if John Eugene Lanzetta is right for you?