Unclaimed
Anthony John is a registered Investment Advisor Representative. Anthony John is currently registered with Fairview Partners Investment Management LLC in Seattle, Washington and has been with the firm since January 2015. Anthony John is a financial professional with over a decade of experience in the industry. Anthony John's previous employers include LPL Financial LLC, Sagepoint Financial, Inc., and Russell Financial Services, Inc., part of Russell Investments. Anthony John has passed the Series 6, 7, 63 and 66 exams. Anthony John's area of specialization is in portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
02/02/2015 - Present
Fairview Partners Investment Management LLC (SEATTLE WA)
OR
01/03/2020 - 11/19/2021
LPL FINANCIAL LLC (PORTLAND OR)
OR
07/21/2017 - 01/08/2020
SAGEPOINT FINANCIAL, INC. (PORTLAND OR)
WA
08/16/2010 - 01/23/2015
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
CA
02/09/2005 - 04/14/2009
JOHN HANCOCK DISTRIBUTORS LLC (SANTA BARBARA CA)
BC
Issued 07/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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