Check the background for John Prokos on FINRA's BrokerCheck.
John Prokos is a wealth advisor at Lucia Capital Group and has been in the industry for over 15 years. He has over 30 years of industry experience and graduated from St. Lawrence University. John currently holds the following industry licenses: insurance, Series 7, Series 24, and Series 63.
As a wealth advisor primarily serving Florida, John provides comprehensive financial planning services for his clients. John is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).
Outside of work, John resides on the board of his local YMCA and enjoys doing charity work. John is also an avid soccer fan and loyally supports Manchester United.
John Prokos is a registered representative of, and offers securities through, Lucia Securities, LLC, member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group. The YMCA and Manchester United are not affiliates of Lucia Capital Group.