John Halterman is a registered investment advisor, based in Clarksburg, WV, with 31 years of industry experience.
Location
607 East Pike St, Clarksburg, WV, 26301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an independent insurance agent for various insurance companies since 2003, dedicating a few hours per week. He also owns John Halterman since 2007, spending minimal time, and is involved in several volunteer and board member positions.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Spc
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations15 states
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