Nicholas Tabor (CRD# 6505910) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 6 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jfg Wealth Management, LLC | Denver, CO | Aug 2021 - Current | 2 |
Johnson Financial Group LLC | Denver, CO | Aug 2021 - Current | 2 |
Moneta Group | St. Louis, MO | Oct 2018 - Aug 2021 | 2 |
Century Securities Associates | St. Louis, MO | Jul 2016 - Dec 2018 | 2 |
Rockhurst University | Kansas City, MO | Aug 2012 - May 2016 | 3 |
Stifel Financial | St. Louis, MO | May 2015 - Jan 2016 | < 1 |
State Farm Insurance | Kansas City, MO | Feb 2015 - May 2015 | < 1 |
Mccarthy Pest Control | St. Louis, MO | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2018 |
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- CO
-
Total Assets Under Management2,476MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$3,142,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
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