John Tolbert is a registered investment advisor, based in Edmond, OK, with 1 years of industry experience.
Location
3416 NW 178th St, Edmond, OK, 73012
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an agent team member at Phillip Pool's Insurance Agency, working with State Farm Mutual Automobile Insurance Company and its affiliates. This takes about half of his time.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
September 2024 - Present · 1 yr 8 mos
State Farm Vp Management CORP.
September 2024 - Present · 1 yr 8 mos
State Farm Investment Management CORP.
September 2024 - Present · 1 yr 8 mos
State Registrations3 states
AROKTX
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.