Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Robert Thacker is a financial advisor with over 25 years of experience in the industry. Jack has a wide range of experience including working at Center Street Securities, Inc., Arete Wealth Management, LLC, and Kalos Capital, Inc. He has a strong background in investment advisory services and has worked with a variety of clients including individuals, families, businesses, and retirement plans. Jack currently works for Realta Investment Advisors, Inc. where he provides investment advisory services, including portfolio management and financial planning. He holds several professional licenses and designations, including Series 7, 63, 65, 52, 53, and 24. Jack is committed to providing his clients with personalized and comprehensive financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
10/06/2023 - Present
Realta Investment Advisors, Inc. (BRISTOL VA)
VA
12/03/2007 - 10/10/2023
CENTER STREET SECURITIES, INC. (BRISTOL VA)
TN
10/07/2021 - 02/13/2023
ARETE WEALTH MANAGEMENT, LLC (Nashville TN)
VA
02/02/2005 - 11/30/2007
KALOS CAPITAL, INC. (BRISTOL VA)
AR
11/23/1999 - 01/31/2005
DORTCH SECURITIES & INVESTMENTS, INC. (LITTLE ROCK AR)
MA
07/09/1996 - 12/21/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/09/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/21/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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