Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Anthony Close is a registered investment advisor representative with Avantax Advisory Services. Thomas has been in the industry since 1997 and is registered in 11 states. Thomas has a Series 6, 7, 63 and 65 license. Thomas also has a CPA license and is a partner in BTM CPA's LLC, which specializes in tax preparation and accounting. In addition to his work with Avantax Advisory Services, Thomas is also involved in several other businesses and organizations. Thomas is a member of the board of directors of CNB Bank Inc., and serves as the secretary/treasurer of Close Land Development Co. Thomas also serves on the board of trustees for the Morgan County Library. Thomas is committed to providing his clients with personalized financial advice and services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WV
01/31/2001 - Present
Avantax Advisory Services (BERKELEY SPRINGS WV)
IA
Issued 01/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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