John Halley, financial advisor Morgantown WV
98 score

John Halley

CRD Number: 5554489
Current Firm: Centaurus Financial, Inc.
Compensation Model: Both

John Halley (CRD# 5554489) is an Investment Advisor Representative working at Orion Financial, Inc. in Morgantown, WV and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Nov 2011 - Current 5
Metlife Securities Greensboro, NC Jun 2008 - Nov 2011 3
Knauss Snack Food Company Martinsville, VA Dec 1991 - Jun 2008 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for John C. Halley
Phone Number: (336) 791-0588
Registered State(s):
  • NC
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
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)
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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