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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 Mcdonald Turman is a Registered Investment Advisor with Fortis Capital Advisors, LLC. John has been in the financial industry since 1990. John is also a Registered Representative with Fortis Capital Advisors, LLC and has offices in Corvallis, OR and Prairie Village, KS. John holds Series 7, 24, 63 and 65 licenses and is currently registered to provide investment advisory services in California, Oregon and Washington. John specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals and Selection of Other Advisers. John's firm offers a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. Fortis Capital Advisors, LLC manages approximately $630.6 million in assets.
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.
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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2
OR
10/04/2024 - Present
Fortis Capital Advisors, LLC (Corvallis OR)
OR
06/08/1999 - 12/31/2009
INVESTACORP, INC. (CORVALLIS OR)
CA
03/20/1998 - 06/08/1999
FIRST SECURITIES USA, INC. (IRVINE CA)
IA
Issued 06/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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