linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Farmer Heald

Eads & Heald Wealth Management

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 Farmer Heald

Thomas Farmer Heald is an Investment Advisor Representative and is registered with the state of Georgia since April 2003. He is also registered with the state of North Carolina and Texas. He is affiliated with Eads & Heald Wealth Management. Thomas is a Chartered Financial Analyst. He has been in the investment industry since July 1987. Thomas specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans.

Firm Information

Thomas Heald is currently registered with Eads & Heald Wealth Management. Eads & Heald Wealth Management is an Atlanta, GA-based registered investment advisor with approximately $247,673,003 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and wrap fee programs. They serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Eads & Heald Wealth Management

2100 RIVEREDGE PKWY N.W. STE 760

ATLANTA, GA 30328

$247.67M

Assets Under Management

Not reported

Total Clients

4

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

financial planning services

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

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

fixed fees

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

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 Heald’s Registration & Firm History

GA

07/20/1992 - Present

Eads & Heald Wealth Management (ATLANTA GA)

Not sure if Thomas Farmer Heald is right for you?

Licenses & Designations

IA

Issued 06/09/1992

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Farmer Heald.
Not sure if Thomas Farmer Heald is right for you?