John Tabb, financial advisor Augusta GA
89 score

John Tabb

CRD Number: 6290429
Current Firm: Cherry Bekaert Wealth Management LLC

John Tabb (CRD# 6290429) is an Investment Advisor Representative working at Cherry Bekaert Wealth Management LLC in Augusta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2015 - Current 1
Cherry Bekaert Wealth Management LLC Augusta, GA May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2015 < 1
Morgan Stanley Augusta, GA Jan 2014 - Apr 2015 1
Wells Fargo Augusta, GA Jun 2012 - Dec 2013 1
Young Life Augusta, GA Jun 2002 - May 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for John O. Tabb
Phone Number: 804-673-4224
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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