Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Tubridy is a financial professional with over 30 years of experience in the industry. John is currently registered with Independent Financial Partners and is a Certified Financial Planner and a Chartered Financial Consultant. John has a strong background in providing financial advice and services to individuals, families, and businesses. John's experience includes financial planning, investment management, retirement planning, and estate planning. John is committed to providing personalized, objective, and ethical financial advice.
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
NY
05/01/2019 - Present
Independent Financial Partners (Rochester NY)
NY
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (ROCHESTER NY)
NY
12/11/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (ROCHESTER NY)
MA
03/18/1993 - 12/16/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
08/12/1986 - 02/24/1993
G. R. PHELPS & CO., INC.
IA
Issued 07/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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