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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carter Middleton is an investment advisor representative at Florida Financial Advisors, LLC in Atlanta, Georgia. John Middleton is registered with the state of Florida, Georgia and Texas. John Middleton has been working in the financial services industry since June 2024. John Middleton has passed the Series 65 and SIE exams. John Middleton specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
2% of net worth or assets for financial planning clients
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GA
07/16/2024 - Present
Florida Financial Advisors, LLC (Atlanta GA)
IA
Issued 05/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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