Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Chancellor is an investment advisor representative, with over 20 years of experience in the financial services industry. Thomas Chancellor is a registered representative with RFG Advisory, LLC in Vestavia Hills, Alabama. Thomas Chancellor is also registered with the following states: Louisiana, Texas, and Vermont. Thomas Chancellor has a Series 7, Series 31, Series 63, and Series 65. Thomas Chancellor is also a Certified Financial Planner. Thomas Chancellor's previous employers include APW CAPITAL, INC., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
08/07/2020 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
TX
03/07/2011 - 08/07/2020
APW CAPITAL, INC. (FORT WORTH TX)
TX
10/05/2009 - 03/14/2011
AMERIPRISE FINANCIAL SERVICES, INC. (FT WORTH TX)
TX
01/16/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FT. WORTH TX)
TX
11/21/2002 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FT. WORTH TX)
MO
07/22/1999 - 11/01/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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