John Daniel Thacker

Employer firm

Signaturefd, LLC CRD 112758

$9.68B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 12/2017
  Lpl Financial Llc
  Huntersville, NC
• 07/2011 → 12/2017
  Cornerstone Financial Advisors
  Huntersville, NC
• 01/2018 → 04/2019
  Cornerstone Wealth Group, Llc
  Huntersville, NC
• 05/2019 → Present
  Signaturefd, Llc
  Atlanta, GA

Previous Registrations

• 2018-01-05 → 2019-04-29
  Cornerstone Wealth
  Huntersville, NC
• 2013-02-01 → 2017-12-31
  Cornerstone Wealth
  Huntersville, NC
  Cornelius, NC
• 2013-06-21 → 2016-02-03
  Lpl Financial Llc
  Cornelius, NC
  San Diego, CA
  Huntersville, NC
  Aiken, SC
  Aiken, SC
  Belmont, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-05
• S63 Uniform Securities Agent State Law Examination
  2008-07-01

Designations

• Certified Financial Planner

Other Names

• John D Thacker
• John D Thacker
• John D Thacker
• Jd Thacker