John Halliburton
John Halliburton is a registered investment advisor at Ameriprise Financial Services, LLC, based in Marietta, GA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
367 Atlanta St SE, Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is involved in practice operations at Wilder and Wilder LLC since January 2025. This takes about a quarter of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Apollon Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Catalyst Wealth Management
Kalos Management
Kalos Capital, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
The Robinson-Humphrey Company, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.