linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Allen Axline

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Allen Axline

Thomas Axline is a financial professional with over 30 years of experience in the industry. Thomas has served as a financial advisor at Missionsquare Retirement since June 1998. Thomas is a Certified Financial Planner and holds the Series 6, 7, 24, 26, 63, and 65 licenses. Thomas has been registered with the state of California since September 14, 2007, and Arizona since October 16, 2020. Thomas is also a registered investment advisor in Arizona and California. Thomas is a member of the Knights of Columbus, St Mary Magdalene Council.

Firm Information

Thomas Axline is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Axline’s Registration & Firm History

DC

01/13/2015 - Present

Missionsquare Retirement (WASHINGTON DC)

KS

12/05/1991 - 07/10/1998

WADDELL & REED, INC. (OVERLAND PARK KS)

Not sure if Thomas Allen Axline is right for you?

Licenses & Designations

IA

Issued 11/12/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/11/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/03/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Allen Axline.
Not sure if Thomas Allen Axline is right for you?