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Thomas A Dirscherl

J. W. Cole Advisors, Inc.

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About Thomas A Dirscherl

Thomas Dirscherl is a financial professional with experience in the industry since 2019. Thomas is currently registered with J. W. Cole Advisors, Inc. and holds Series 66, Series 7TO, Series 6TO, and SIE licenses. Thomas has worked with Northwestern Mutual Investment Services, LLC and Northwestern Mutual Life Insurance Company in the past. Thomas specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisors. Thomas also provides Hourly & Fixed Rate Consulting and Educational Seminars to clients.

Firm Information

Thomas Dirscherl is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Dirscherl’s Registration & Firm History

FL

03/11/2020 - Present

J. W. Cole Advisors, Inc. (Maitland FL)

FL

08/27/2019 - 09/23/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 02/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas A Dirscherl. Review regulatory record here.
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