John
Vaccacio

Maryland Financial Group, Inc

CRD#6011421
Investment Advisor
in Lutherville Timonium, MD

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About this Advisor

John Vaccacio is a financial advisor based in Lutherville Timonium, Maryland, working with Maryland Financial Group, Inc. John has previously held positions at National Financial Legacy Group, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, The Prudential Insurance Company Of America, Pruco Securities LLC, Park Avenue Securities, Guardian Life Insurance, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Maryland Financial Group, Inc Dba Trela Vacaccio & Associates, and Lpl Financial LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, John is part of Maryland Financial Group, Inc, which operates out of Lutherville Timonium, Maryland. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

108 W. Timonium Rd, Suite 302
Lutherville Timonium, MD 21093

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Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,112,399,451

MD Average: $6,889,882,315
Total Number of Employees

40

MD Average: 45
Total Number of Accounts

3,859

MD Average: 765
Average Account Size

$288,261

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Vaccacio Work History

2021 - Present (3 years)

Maryland Financial Group, Inc Dba Trela Vacaccio & Associates

2021 - Present (3 years)

Lpl Financial LLC

2019 - 2021 (2 years)

Cambridge Investment Research Advisors, Inc

2019 - 2021 (2 years)

Cambridge Investment Research, Inc

2015 - 2015 (< 1 year)

The Prudential Insurance Company Of America

2015 - 2015 (< 1 year)

Pruco Securities LLC

2015 - 2019 (4 years)

Park Avenue Securities

2015 - 2019 (4 years)

Guardian Life Insurance

2011 - 2015 (4 years)

National Financial Legacy Group

2011 - 2015 (4 years)

Penn Mutual Life Ins Co

2011 - 2015 (4 years)

Hornor Townsend & Kent Inc

Disclosures

Please visit the SEC profile of John Vaccacio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Maryland Financial Group, Inc

Morgan Crawford
Mount Pleasant, SC
Thomas Brophy
Mount Pleasant, SC
Martin Sullens
Marietta, GA
Thomas Trela
Lutherville Timonium, MD
Trent Derrick
Mount Pleasant, SC
David Mandell
Mount Pleasant, SC
Thompson Lemaistre
Jacksonville, FL
Eric Cox
Rockville, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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