James
Tabb
Lpl Financial LLC
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About this Advisor
James Tabb is a financial advisor based in Sparta, Michigan, working with Lpl Financial LLC. James has previously held positions at Lpl Financial, LLC, Greenleaf Hospitality Group, Watergate Hotel, Republic National Distributing Company, Us Department Of Defense - Edelweiss Lodge & Resort, Cmp Global, The Breakers Palm Beach, Virginia Polytechnic Institute And State University, and Ica Group Wealth Management, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, James is part of Lpl Financial LLC, which operates out of Sparta, Michigan. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Tabb Work History
Lpl Financial, LLC
Ica Group Wealth Management, LLC
Greenleaf Hospitality Group
Watergate Hotel
Republic National Distributing Company
Us Department Of Defense - Edelweiss Lodge & Resort
Cmp Global
The Breakers Palm Beach
Virginia Polytechnic Institute And State University
Disclosures
Please visit the SEC profile of James Tabb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
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