John Harrill, financial advisor Agoura Hills CA

John Harrill

CRD Number: 6662932
Current Firm: Transamerica Financial Advisors, Inc.

John Harrill (CRD# 6662932) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Agoura Hills, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Blair Aaronson, financial advisor Agoura Hills CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Similar Advisors
Mohammed Aater, financial advisor Agoura Hills CA
Mohammed Aater
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Karolina Abargil Koziec, financial advisor Agoura Hills CA
Karolina Y. Abargil Koziec
CRD# 5710119
J.p. Morgan Securities LLC
Company Name Location Dates Years
Student Optimum Services Glendale, CA Jul 2020 - Current 1
Timeshare Rental Thousand Oaks, CA Sep 2019 - Current 2
Homestay Santa Monica Thousand Oaks, CA Mar 2019 - Current 2
Orion International Insurance Services Solano Beach, CA Oct 2017 - Current 4
Debt Negotiators Sherman Oaks, CA May 2017 - Current 4
Ventura County Children And Family Services Ventura, CA Jan 2017 - Current 4
Debtmerica, LLC Santa Ana, CA Nov 2016 - Current 5
Transamerica Financial Advisors, Inc. Agoura Hills, CA Apr 2016 - Current 5
World Financial Group, Inc. Agoura Hills, CA Jan 2015 - Current 6
Oaks Christian School Westlake Village, CA Aug 2015 - Jun 2017 1
Rental Home Davisburg, MI Mar 2013 - May 2017 4
Itag Plano, TX Jan 1997 - Oct 2015 18
Els Princeton, NJ Oct 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Apr 2018
Contact Info for John M. Harrill
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.