John Sellers, CFP®, CSA
Brandon, Florida, 33510
Member Since 2004
Our planning process is dedicated to you. It follows the process as defined by the Certified Financial Planner Board of Standards, Inc., but is based totally on the achievement of your financial freedom. We listen to you and assist in preparing a realistic financial pathway to meet your goals. Our bottom line is to help you, our client, sleep better at night!
My Location
Background Information
Years of Financial Experience
- 23
Education
- U S Air Force Academy (BS)
- Embry-Riddle Aeronautical Univ (MS)
Certifications and Designations
- CFP®
- CSA
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- National Financial Services LLC
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 28759
- Securities Registrations: Series 65, Series 63, Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: J P Turner & Company Capital Management, L.L.C.
- Broker/Dealer: J P Turner & Company, LLC
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Securities offered through J. P. Turner & Company, LLC® (Member SIPC). Investment advice and financial planning offered through J. P. Turner & Company Capital Management, LLC, a registered investment advisor. Sellers Financial Services , Inc. is not affiliated with either J. P. Turner & Company, LLC or J. P. Turner & Company Capital Management, LLC.
Additional Disclosure(s)
- View StatementSecurities offered through J. P. Turner & Company, LLC® (Member SIPC). Investment advice and financial planning offered through J. P. Turner & Company Capital Management, LLC, a registered investment advisor. Sellers Financial Services , Inc. is not affiliated with either J. P. Turner & Company, LLC or J. P. Turner & Company Capital Management, LLC.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, We specialize in working with individuals nearing retirement who need assistance with planning or retirement asset management.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, We have open architecture for investment including availability of all asset classes. We can be totally objective as we use all no-load, non-proprietary investment products.
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Business
Visit Website - http://www.sellersfinancial.com/
