Unclaimed
Douglas Tabor is a registered representative with Independent Financial Partners. Douglas has been in the financial services industry since 2012. Douglas has a Series 63 license and has passed the Uniform Securities Agent State Law Examination. Douglas has experience in financial planning, pension consulting, and portfolio management for individuals. Douglas also provides investment advice to charitable organizations and pension and profit-sharing plans. Douglas is also a member of Texas United Wealth Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/07/2025 - Present
Independent Financial Partners (TAMPA FL)
Active
Inactive
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