Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Adam Clark is an investment advisor representative with Grimes & Company, Inc. He is licensed to conduct investment advisory business in Texas. Previously, Thomas was registered with J.P. Morgan Securities LLC and TD Ameritrade, Inc. Thomas has held a Series 7 and Series 66 license since 2015. Thomas is affiliated with Oak Stone Christian Church.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
06/25/2018 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
TX
12/06/2017 - 07/06/2018
J.P. MORGAN SECURITIES LLC (FLOWER MOUND TX)
TX
03/23/2015 - 11/30/2017
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 04/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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