Unclaimed
John David Strother is a financial advisor with Avantax Advisory Services. John has been working in the financial industry since 1992 and has a broad range of experience in various investment strategies and services. John is a Certified Financial Planner™ professional, and holds Series 6, 7, and 66 securities licenses. John has extensive experience in providing financial advice to individuals and families in Louisiana and Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
01/26/2024 - Present
Avantax Advisory Services (LAFAYETTE LA)
LA
01/03/2001 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LAFAYETTE LA)
NY
01/17/1992 - 12/22/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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