Unclaimed
John Albert Windham is a financial advisor with Raymond James Financial Services Advisors, Inc. in DeRidder, Louisiana. John has over 20 years of experience in the financial services industry. He is a Certified Public Accountant (CPA) and holds a Series 6 and Series 65 license. John provides financial planning, portfolio management, and investment advisory services to individual and corporate clients. He also provides tax and accounting services through his own CPA firm, Windham & Reed CPA, L.L.C.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
LA
01/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (DeRidder LA)
LA
11/25/2020 - 01/22/2024
LPL FINANCIAL LLC (DERIDDER LA)
LA
01/01/2004 - 11/17/2020
VOYA FINANCIAL ADVISORS, INC. (DE RIDDER LA)
IA
10/30/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 09/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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