Unclaimed
John Douglas Tabor is a financial advisor with over 13 years of experience in the financial services industry. John is currently registered with LPL Financial LLC, a large, independent broker-dealer with over 20,000 advisors and $463 billion in assets under management. John holds the Series 7, Series 66, and SIE licenses and has been recognized as a Certified Financial Planner. He is also registered with the states of Florida, Texas, Georgia, Maryland, District of Columbia, Kentucky, West Virginia, South Carolina, Tennessee, Alabama, California, Washington, and New York. John previously worked at Cetera Investment Services LLC and Ameriprise Financial Services, Inc. He offers a wide range of financial services including investment management, financial planning, and retirement planning. John has a proven track record of helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
12/14/2020 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
08/21/2013 - 12/02/2014
CETERA INVESTMENT SERVICES LLC (JACKSONVILLE FL)
FL
05/14/2010 - 08/22/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ORANGE PARK FL)
BOTH
Issued 06/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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