JL
CFA · CFP
JL
CFA · CFP

John Michael Lafferty

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fixed/Hourly
Firm Size
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000
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Location

399 Knollwood Road, White Plains, NY, 10603

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
September 2004 - Present · 21 yrs 5 mos
State Registrations2 states
MANY
Advisor
Exams
No exam information available for this advisor.
John Michael Lafferty - Financial Advisor | TrueAdvisor