Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Cobb is a financial advisor with Caldwell Advisors, LLC. John has been a financial advisor since 1977 and is also a Certified Financial Planner. John has a wide range of experience in the financial services industry and is dedicated to providing personalized financial planning and investment management services. John is committed to 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.
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.
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.
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2
TN
08/06/2020 - Present
Caldwell Advisors, LLC (Brentwood TN)
TN
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (BRENTWOOD TN)
CA
09/03/1996 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
08/10/1990 - 08/02/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/1990 - 08/02/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
06/04/1980 - 08/13/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/03/1977 - 06/07/1980
IDS LIFE INSURANCE COMPANY
NA
03/03/1977 - 06/07/1980
IDS MARKETING CORPORATION
NA
03/03/1977 - 06/07/1980
INVESTORS DIVERSIFIED SERVICES, INC.
NA
07/19/1971 - 02/17/1973
EQUITY FUNDING SECURITIES CORP
IA
Issued 09/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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