Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Reilly is a financial advisor in Houston, Texas. Thomas has been a financial advisor for over 30 years and is currently registered with Calton & Associates, Inc.. Previously, Thomas Reilly was employed with firms such as IMS Securities, Inc., M.J. Whitman LLC and M. J. WHITMAN, INC.. Thomas Reilly holds licenses for both Broker-Dealer and Investment Advisor and has experience with various services such as financial planning, pension consulting and selection of other advisors. Thomas Reilly specializes in advising high-net-worth individuals, corporations and pension and profit-sharing plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/10/2017 - Present
Calton & Associates, Inc. (Houston TX)
TX
02/25/2016 - 11/09/2017
IMS SECURITIES, INC. (HOUSTON TX)
TX
09/20/2002 - 02/25/2016
M.J. WHITMAN LLC (HOUSTON TX)
NY
05/10/1994 - 09/20/2002
M. J. WHITMAN, INC. (NEW YORK NY)
NJ
04/25/1991 - 05/18/1994
HYM FINANCIAL, INC. (CLIFTON NJ)
OR
11/28/1988 - 04/25/1991
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
02/05/1987 - 04/01/1987
REALSOURCE EQUITIES, INC.
NA
12/21/1983 - 10/31/1984
FIRST UNITED FUND,LTD.
IA
Issued 07/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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