Best Investors Account Sign in

John Douglas Tabor

LPl Financial LLC

Jacksonville, FL

CRD 5129084

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-14
FL RA APPROVED 2016-03-21
  • TX RA
    APPROVED
    Since 2020-12-14
  • FL RA
    APPROVED
    Since 2016-03-21

Branch Locations

76 S Laura St, Jacksonville, FL 32202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vystar Credit Union Jacksonville FL 02/2016 Present
Lpl Financial, Llc Jacksonville FL 03/2016 Present
  • 02/2016 → Present
    Vystar Credit Union
    Jacksonville, FL
  • 03/2016 → Present
    Jacksonville, FL
Previous Registrations
Other Businesses

1. 3/3/2016 - Vystar Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/2/2020 - The Crossings at Fleming Island Community Development District - Not Investment Related - 2105 Harbor Lake Drive, Fleming Island, FL 32003 - Non-Profit Board Member - Chairman, Supervisor - Started 11/01/2010 - 3 Hours Per Month/0 Hours During Securities Trading - Municipal government entity. Maintain and operate community common areas and amenities. Board member setting financial and operational policy.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-10
  • S66 Uniform Combined State Law Examination
    2010-06-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Jacksonville, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor