John HalleyCRD 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.
Allegheny Investments, Ltd.
Northwestern Mutual Investment Services,llc
Park Avenue Securities LLC
|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|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- 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)
- Market timing services
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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