John FallonCRD Number: 1288226
Current Firm: Investors Capital Advisory
John Fallon (CRD# 1288226) is an Investment Advisor Representative working at Investors Capital Advisory in Kalispell, MT and has over 33 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Investors Capital Corporation||Lynnfield, MA||Apr 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1997|
Total Assets Under Management1,571MILLIONS
Total Number of Accounts7,960ACCOUNTS
Average Account Value$197,401
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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