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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 Taunton is an Investment Advisor Representative with Fisher Investments. John has been in the industry for over 15 years and has a proven track record of success. John has a Series 6, 7, 63, and 65 license, and the SIE exam. John has held previous positions at CION Securities, LLC, FS INVESTMENT SOLUTIONS, LLC, GIRARD SECURITIES, INC., SUN LIFE FINANCIAL DISTRIBUTORS, INC., AXA DISTRIBUTORS, LLC, and AIG SUNAMERICA CAPITAL SERVICES, INC. John specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John has a proven track record of success in 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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LA
09/07/2023 - Present
Fisher Investments (MANDEVILLE LA)
NY
08/28/2017 - 09/27/2018
CION SECURITIES, LLC (NEW YORK NY)
PA
07/01/2013 - 05/31/2017
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
LA
10/11/2010 - 07/02/2013
GIRARD SECURITIES, INC. (MANDEVILLE LA)
MA
02/11/2009 - 08/23/2010
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NC
08/29/2007 - 12/31/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
01/01/2005 - 08/30/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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