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John William Sullivan

Capital Planning Wealth Management

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About John William Sullivan

John William Sullivan is a financial advisor with over 40 years of experience in the industry. John is currently registered with both Capital Planning Wealth Management and Private Advisor Group, LLC. John has a wide range of experience and is able to provide investment advice, portfolio management, and financial planning. John is committed to providing his clients with the best possible service and helping them achieve their financial goals.

Firm Information

John Sullivan is currently registered with Capital Planning Wealth Management. Capital Planning Wealth Management is a financial advisory firm with a focus on financial planning. The firm has 6 licensed agents, 6 investment adviser representatives, and 8 registered representatives. They offer a range of services to individuals, including financial planning, and have a presence on social media platforms like Facebook, Twitter, and LinkedIn.

Not reported

Assets Under Management

Not reported

Total Clients

6

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.

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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John Sullivan’s Registration & Firm History

PA

01/11/2008 - Present

Capital Planning Wealth Management (CENTER VALLEY PA)

PA

04/26/1986 - 05/03/2007

VALLEY NATIONAL INVESTMENTS, INC. (CENTER VALLEY PA)

NA

02/22/1980 - 03/07/1986

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

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Licenses & Designations

IA

Issued 01/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/1988

Series 24 - General Securities Principal Examination

BC

Issued 02/11/1987

Series 4 - Registered Options Principal Examination

BC

Issued 12/23/1986

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John William Sullivan.
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