John T. Hourigan
Professional summary
John Timothy Hourigan, CFP® is a registered financial advisor currently at YOUR FINANCIAL ADVOCATE, LLC located in Manlius, New York.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 13 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Timothy Hourigan's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2025 - Present
YOUR FINANCIAL ADVOCATE, LLC
May 4, 2023 - October 7, 2024
BNY MELLON SECURITIES CORPORATION
March 3, 2016 - November 21, 2024
BNY ADVISORS
March 3, 2016 - March 4, 2024
PERSHING LLC
January 14, 2016 - January 25, 2016
EDWARD JONES
January 11, 2016 - January 25, 2016
EDWARD JONES
October 23, 2013 - March 31, 2015
ENVESTNET PMC
October 22, 2013 - March 31, 2015
PORTFOLIO BROKERAGE SERVICES, INC.
January 27, 2004 - July 16, 2013
PGIM INVESTMENTS LLC
October 9, 2003 - July 16, 2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
June 13, 2003 - October 20, 2003
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
December 13, 2002 - June 13, 2003
PRUCO SECURITIES, LLC.
June 5, 2001 - December 13, 2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
September 10, 1996 - March 28, 2001
METROPOLITAN LIFE INSURANCE COMPANY
September 10, 1996 - March 28, 2001
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2025)
Exams
Series 52TO
Date: 7/31/2023
Municipal Securities Representative ExaminationCurrent Firm
YOUR FINANCIAL ADVOCATE, LLC
CRD#: 331376 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 60,622,000 |
Red Flags
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