John Halloran, financial advisor North Andover MA
93 score

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 8 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor North Andover MA
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Christopher Grande, financial advisor North Andover MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor North Andover MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Company Name Location Dates Years
Santander Securities LLC San Juan, PR Sep 2015 - Current 1
Santander Bank Na Methuen, MA Aug 2015 - Current 1
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
Columbia Management Distributors, Inc. Boston, MA Apr 2009 - Sep 2012 3
Putnam Inv/putnam Retail Management Andover, MA Jan 2008 - Apr 2009 1
Stonehill College Easton, MA Sep 2003 - Dec 2007 4
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: 787-759-5378
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    3,432
    ACCOUNTS
  • Average Account Value
    $162,047
Compensation Options
  • A percentage of assets under your management
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.