John Halloran, financial advisor North Andover MA

John Halloran

CRD Number: 5480325
Current Firm: Santander Securities

John Halloran (CRD# 5480325) is an Investment Advisor Representative working at Santander Securities in North Andover, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities, LLC Dorchester, MA Nov 2022 - Current 1
Santander Bank, Na Boston, MA Aug 2015 - Current 8
Santander Securities, LLC Dorchester, MA Sep 2015 - Nov 2022 7
Bank Of America, N.a. Acton, MA Dec 2012 - Aug 2015 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Acton, MA Nov 2012 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for John R. Halloran
Phone Number: (866)-736-6475
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    1,849
    MILLIONS
  • Total Number of Accounts
    9,808
    ACCOUNTS
  • Average Account Value
    $188,490
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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, WY

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