John Taunton (CRD# 4876930) is an Investment Advisor Representative working at Fisher Investments in Mandeville, LA and has over 19 years of experience in the finance industry.
CRD# 857663
Centaurus Financial, Inc.
CRD# 2962585
Open Source Investments, LLC
CRD# 4473287
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Camas, WA | Nov 2018 - Current | 5 |
| Cion Securities, LLC | New York, NY | Aug 2017 - Oct 2018 | 1 |
| Fs2 Capital Partners, LLC | Philadelphia, PA | Jul 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- LA
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
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Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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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