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David Frank Tabor

Advisor at Centaurus Financial, Inc. — Thibodaux, LA

Updated today

Credentials

Series 63

Experience

40 years

Location

Thibodaux, LA

Centaurus Financial, Inc. logo

Centaurus Financial, Inc.

Enterprise

Total advisors

431

Across 197 offices

Clients per advisor

105 High

Avg AUM per client

$213,989 Very Low

HNW client ratio

1% Very Low

About

David Tabor is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. He has been with Centaurus since 1997 and holds a Series 63 license. In addition to his advisory work, he is president of Affiliated Asset Managers, Inc., a company providing trust-related services and health insurance sales. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and specialized advisory services through both discretionary and non-discretionary arrangements.

Client services

Based on Centaurus Financial, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Based on Centaurus Financial, Inc.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Based on Centaurus Financial, Inc.

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 2.25% annually (flat or tiered depending on program) $25,000+: Up to 2.25% annually (varies by program)

Commissions

Commissions may be charged for certain products, e.g., annuities or alternative investments sold through affiliated Broker-Dealer for which client pays commissions instead of advisory fees initially.

Project-based

Hourly fees may be charged for financial planning and consulting services; specifics are negotiable and vary by client circumstances.

Other

Account minimum: $25,000 Fee-only: Annual asset-based advisory fees, negotiable, with maximum up to 2.25% depending on program selected. Fee may be flat or tiered schedule.

Location

See office

Thibodaux, LA

Thibodaux LA

Advisors at this office

1

Most active in

Louisiana

Work history

40 years of industry experience

Centaurus Financial, Inc.

1997 - Present • 29 years

Orange, CA

Frankie Tabor Plumbing

1984 - Present • 42 years

Thibodaux, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jona H

Series 63, Series 65

Thibodaux, LA

The Archer Consulting Group, LLC

Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Robert D

Series 66

Thibodaux, LA

CWM, LLC

Robert Dumas is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently associated with CWM, LLC and has worked at Cetera Wealth Services, LLC and LPL Financial. Outside of his advisory work, Dumas serves as a college football official and has experience as an official in the National Football League. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, variable sub-account management, sub-advisory relationships, and retirement plan services, utilizing both fundamental and technical inputs to construct model portfolios and provide tailored investment solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
user avatar

Leo P

CFP®, Series 63

Thibodaux, LA

Commonwealth Financial Network

Leo Pitre is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Commonwealth Financial Network and Allegiant Wealth Management Group, having previously worked at LPL Financial for 16 years. Outside of his advisory work, he owns Twin Tigers, LLC, an entity related to real estate in Baton Rouge, LA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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William B

Series 66

Thibodaux, LA

Commonwealth Financial Network

William Bordelon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at LPL Financial for 13 years before joining Commonwealth in 2025. Outside of his advisory role, he is a co-owner of RW Rental Properties, LLC, which manages residential real estate in Houma, Louisiana. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a variety of investment options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Hunter T

Series 65

Thibodaux, LA

CWM, LLC

Hunter Tabor is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Parish Wealth Partners, Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using a model portfolio approach driven by an Investment Committee and providing customized solutions including alternative investments and third-party sub-advisors.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Toby L

Series 63

Thibodaux, LA

CWM, LLC

Toby Lafont is a financial advisor with CWM, LLC, holding a Series 63 designation and 29 years of industry experience. He is the founder and CEO of Parish Wealth Partners and has previously been affiliated with LPL Financial and Cetera Wealth Services. Outside of financial advisory roles, he owns Colonel Properties, LLC, which manages an office building. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services supported by a dedicated Investment Committee and a range of tailored portfolio solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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