John
Vaccacio
Maryland Financial Group, Inc
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About this Advisor
John Vaccacio is a financial advisor operating in Lutherville Timonium, Maryland, with a total of 2 years of relevant experience. Vaccacio is currently employed by Maryland Financial Group, Inc. Their career trajectory has included roles 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. Vaccacio maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Maryland and Texas. Maryland Financial Group, Inc is a business operating out of Rockville, MD. The company has offices in 18 locations and a total of 40 people on staff. It controls $976 million in total assets between its 3,666 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 3,666 accounts, 38% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on which services are provided. However, fee types charged by Maryland Financial Group, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Vaccacio Work History
John has been registered as a financial advisor for 2 years.*
Maryland Financial Group, Inc Dba Trela Vacaccio & Associates
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
The Prudential Insurance Company Of America
Pruco Securities LLC
Park Avenue Securities
Guardian Life Insurance
National Financial Legacy Group
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Rockville, MD
Jacksonville, FL
Jacksonville, FL
Mount Pleasant, SC
Mount Pleasant, SC
Lutherville Timonium, MD
Rockville, MD
Mount Pleasant, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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