John HarrillCRD 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.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|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|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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
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
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