John
Resnick
Efficient Advisors
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About this Advisor
John Resnick is a financial advisor based in Mason, Ohio, working with Efficient Advisors. John has previously held positions at Fiduciary Advisors, LLC, Efficient Advisors, and Liberty Partners Financial Services, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, John is part of Efficient Advisors, which operates out of Mason, Ohio. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.4 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, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Efficient Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Efficient Advisors Brokerage Details
$2,357,579,975
25
15,510
$152,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Resnick Work History
Efficient Advisors
Efficient Advisors
Liberty Partners Financial Services, LLC
Fiduciary Advisors, LLC
Disclosures
Please visit the SEC profile of John Resnick 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 Efficient Advisors
Yardley, PA
Mason, OH
Matthews, NC
Cincinnati, OH
Scottsdale, AZ
Mason, OH
Durham, NC
Newtown Square, PA
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