JT
CFP · ChFC
JT
CFP · ChFC

John Tubridy

39 Years of Experience
Rochester, NY
BrokerSells Insurance

John Tubridy is a CFP, ChFC-designated registered investment advisor, based in Rochester, NY, with 39 years of industry experience.

Location

160 Linden Oaks Dr, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an insurance broker for Bond Financial Network, Inc., Mass Mutual, and KAFL, Inc., selling health insurance, employee benefits, disability insurance, life insurance, and long-term care insurance. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 2 mos
Independent Financial Partners
May 2019 - Present · 7 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - May 2019 · 9 yrs 8 mos
Mutual Service CorporationBroker
December 2003 - September 2009 · 5 yrs 9 mos
Veravest Investments, INC.Broker
March 1993 - December 2003 · 10 yrs 9 mos
G. R. Phelps & CO., INC.Broker
August 1986 - February 1993 · 6 yrs 6 mos
State Registrations15 states
ALAZCOFLGAILKYMANCNVNYOHPATNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.