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Thomas Gregory Scheiman

Independence Capital CO., Inc.

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About Thomas Gregory Scheiman

Thomas Scheiman is a financial advisor with over 35 years of experience in the industry. Thomas has a background in accounting and tax preparation. Thomas is a Certified Financial Planner and is registered with Independence Capital Co., Inc. Thomas offers financial planning and portfolio management services to individuals.

Firm Information

Thomas Scheiman is currently registered with Independence Capital CO., Inc.. Independence Capital CO., Inc. is a Corporation that has been in business since April 29, 1989. The firm is registered with the SEC and in 35 states. They provide financial planning and portfolio management services for individuals and have a total of 439 accounts under management, including both discretionary and non-discretionary accounts. They also offer selection of other advisers as an advisory service.

$88.15M

Assets Under Management

Not reported

Total Clients

32

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Thomas Scheiman’s Registration & Firm History

OH

04/01/2003 - Present

Independence Capital CO., Inc. (PARMA OH)

TX

05/14/1987 - 03/06/1990

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

NA

05/23/1986 - 11/03/1986

ROBERT THOMAS SECURITIES, INC

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Licenses & Designations

BC

Issued 06/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/16/2002

Series 4 - Registered Options Principal Examination

BC

Issued 10/29/1998

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/24/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/27/2020

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Thomas Gregory Scheiman. Review regulatory record here.
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