Unclaimed
John Maddison is an investment advisor representative registered with the state of North Carolina. John is a Certified Financial Planner and Chartered Financial Analyst and has been working in the industry since 2014. John is currently registered with Balentine, LLC, which specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
03/18/2024 - Present
Balentine (RALEIGH NC)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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