John Fallon, financial advisor Kalispell MT
93 score

John Fallon

CRD Number: 1288226
Current Firm: Cetera Advisors LLC

John Fallon (CRD# 1288226) is an Investment Advisor Representative working at Cetera Advisors LLC in Kalispell, MT and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Oct 2016 - Current 1
Wildfire Firefighting Kalispell, MT Jan 2015 - Current 3
Flathead High School District Kalispell, MT Jan 2011 - Current 7
Evergreen Fire District Kalispell, MT Jan 2007 - Current 11
Soccer & Hockey Referee Kalispell, MT Jan 2006 - Current 12
Personal Assistant To John G. Harp Kalispell, MT Jan 2002 - Current 16
Flathead County Water & Sewer District No.1 - Evergreen Kalispell, MT Jan 1987 - Current 31
Investors Capital Corporation Lynnfield, MA Apr 2002 - Oct 2016 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for John T. Fallon
Phone Number: 800-929-3485
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    10,963
    MILLIONS
  • Total Number of Accounts
    51,290
    ACCOUNTS
  • Average Account Value
    $213,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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