JW
JW

John Wilhoit

23 Years of Experience
Birmingham, AL
Sells Insurance

John Wilhoit is a registered investment advisor at Cah Advisors, LLC, based in Birmingham, AL, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$16.1M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$100 - $700/hr
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Location

115 Office Park Drive, Birmingham, AL, 35223

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

John is an independent insurance agent specializing in corporate-owned life insurance for non-qualified deferred compensation plans.

Employment History
Current Registrations
Cah Advisors, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2016 - July 2021 · 5 yrs 2 mos
NFP Advisor Services, LLC
January 2016 - September 2016 · 8 mos
Kestra Investment Services, LLCBroker
December 2015 - July 2021 · 5 yrs 7 mos
Cetera Advisor Networks LLCBroker
September 2013 - December 2015 · 2 yrs 3 mos
Tower Square Securities, INC.Broker
December 2007 - September 2013 · 5 yrs 9 mos
Fitzmaurice Investment Management Services, LLCBroker
April 2002 - February 2007 · 4 yrs 10 mos
Tower Square Securities, INC.Broker
June 2001 - January 2003 · 1 yr 7 mos
State Registrations2 states
ALTX
Advisor

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Exams
No exam information available for this advisor.
John Wilhoit - Financial Advisor | TrueAdvisor