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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 Clair Daller is a financial advisor working for Cambridge Investment Research Advisors, Inc. located in Murrysville, Pennsylvania. John has been a registered financial advisor for over 30 years, and has experience working for a variety of firms, including Trustmont Financial Group, Inc. and The Investment Center, Inc. John has earned multiple certifications in financial planning and holds a Series 6, Series 7, Series 26, Series 63, and Series 65 licenses. John specializes in providing financial advice to individuals and families and is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
12/11/2017 - Present
Cambridge Investment Research Advisors, Inc. (Murrysville PA)
PA
12/20/1993 - 12/12/2017
TRUSTMONT FINANCIAL GROUP, INC. (MURRYSVILLE PA)
NA
10/27/1993 - 11/18/1993
THE CODRICK FINANCIAL GROUP, INC.
NJ
10/10/1990 - 10/27/1993
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NA
01/04/1990 - 10/11/1990
FIRST AMERICAN NATIONAL SECURITIES, INC.
GA
10/26/1984 - 10/11/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
CA
03/11/1988 - 12/13/1989
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
IA
Issued 11/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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