Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mottram is a financial advisor with Avantax Advisory Services. John is a Certified Public Accountant (CPA) and has been in the financial industry since 2011. John holds a Series 65, Series 63, Series 7TO, and SIE license and is registered in California, Colorado, Georgia, Texas, and Washington. John provides a range of services, including financial planning, portfolio management, and retirement planning. He works with individuals, families, and businesses to help them achieve their financial goals. John also provides tax advice and tax strategy services through his firm, John L Mottram CPA LLC.
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
TX
12/05/2019 - Present
Avantax Advisory Services (Dallas TX)
BC
Issued 08/07/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Mottram is the right advisor for you? Invested Better is here to help.
