David John is a CFP, ChFC-designated registered investment advisor, based in Owasso, OK, with 25 years of industry experience.
Location
13306 E. 94th Pl N, Owasso, OK, 74055
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent with Avantax Insurance Services, dedicating a few hours per week. He also owns St. John Financial Group, Inc., which provides accounting, tax, financial planning, and wealth management services, taking about half of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations1 state
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.