John Halterman Email & Phone Number
Certified Wealth Strategist @ Beacon Wealth Management, LLC
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John Halterman Location
- Bridgeport, WV, US
John Halterman Work
- Certified Wealth Strategist @ (August 1994 - Present)
- Investment Advisor Rep and Registered Rep @ (May 2014 - Present)
- Investment Advisor Rep and Registered Rep @ Sammons Securities LLC / Sigma Planning Corp (February 2002 - May 2014)
John Halterman Skills
- Asset Allocation
- Asset Management
- College Education Planning
- Disability Insurance
- Estate Planning
- Financial Advisory
- Financial Planning
- Investment Strategies
- Investments
- Leadership
- Legacy Giving
- Life Insurance
- Long Term Care Insurance
- Public Speaking
- Qualified Retirement Plans
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- Risk Management
- Strategic Leadership
- Wealth Management
John Halterman Summary
- John Halterman, based in Bridgeport, WV, US, is currently a Certified Wealth Strategist at Beacon Wealth Management. John Halterman brings experience from previous roles at Cambridge Investment Research, Inc. and Sammons Securities LLC / Sigma Planning Corp. With a robust skill set that includes Asset Allocation, Asset Management, College Education Planning, Disability Insurance, Estate Planning and more. John Halterman has 1 emails and 1 mobile phone numbers on RocketReach.
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