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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Triplett is an advisor at Avantax Advisory Services. John has been in the financial industry since 1997. John's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. John is registered with FINRA and the state of Nevada. In addition to his work at Avantax Advisory Services, John is also a CPA and owns his own tax preparation firm.
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
NV
11/10/2015 - Present
Avantax Advisory Services (Las Vegas NV)
NV
06/22/2012 - 11/03/2015
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON NV)
NV
01/03/2011 - 06/25/2012
WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)
NV
10/24/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
NV
05/29/2007 - 11/06/2008
CITIGROUP GLOBAL MARKETS INC. (LAS VEGAS NV)
NV
06/29/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (LAS VEGAS NV)
MO
07/01/2003 - 07/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/19/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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