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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 Paul Middleton is a financial advisor with Mercer Global Advisors Inc. in Manakin-Sabot, Virginia. John has been in the financial services industry for over 30 years and is a Certified Financial Planner and a Chartered Financial Analyst. John works with individuals, families, businesses, and charitable organizations to develop personalized financial plans. In addition to traditional financial planning, John also offers expertise in estate planning, tax return preparation, and trust services. John is passionate about 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.
Trust services, estate planning, tax return preparation, consultation
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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CO
12/08/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
NY
12/07/2007 - 08/19/2008
INVESCO AIM DISTRIBUTORS, INC. (NEW YORK NY)
NY
07/15/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
GA
09/25/2001 - 07/15/2005
AMVESCAP SERVICES, INC. (ATLANTA GA)
NY
06/11/1999 - 08/28/2001
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/11/1999 - 08/28/2001
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
FL
08/02/1993 - 05/17/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2001
Series 3 - National Commodity Futures Examination
BC
Issued 07/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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