John TabbCRD 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 3 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
Wells Fargo Advisors, LLC
Lpl Financial LLC
|Purshe Kaplan Sterling Investments||Albany, NY||May 2015 - Current||2|
|Cherry Bekaert Wealth Management LLC||Augusta, GA||May 2015 - Current||2|
|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|
Total Assets Under Management308MILLIONS
Total Number of Accounts938ACCOUNTS
Average Account Value$328,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, GA, NC, SC, TN, TX, VA
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