John
Halley

Centaurus Financial, Inc

CRD#5554489
Investment Advisor
in High Point, NC

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About this Advisor

John Halley is a financial advisor based in High Point, North Carolina, working with Centaurus Financial, Inc. John has previously held a position at Centaurus Financial, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Kentucky, Maine, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Currently, John is part of Centaurus Financial, Inc, which operates out of High Point, North Carolina. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3980 Premier Drive Suite #110
High Point, NC 27265

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

NC Average: $7,578,581,321
Total Number of Employees

598

NC Average: 43
Total Number of Accounts

30,814

NC Average: 3,727
Average Account Size

$169,144

NC Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

John Halley Work History

2011 - Present (13 years)

Centaurus Financial, Inc

Disclosures

Please visit the SEC profile of John Halley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centaurus Financial, Inc

Evan Harris
Kennewick, WA
Dylan Linsky
Anaheim, CA
Zachry Fearing
Lewisville, TX
Osvaldo Cisneros
Anaheim, CA
Ryan Halterman
Kennewick, WA
Angel Davis
Roseville, CA
Jeffrey Thomas
Lexington, SC
David Linsky
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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