linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Leonard Ellis

B & C Financial Advisors

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 Leonard Ellis

Thomas Leonard Ellis is an investment advisor representative with B&C Financial Advisors, a registered investment advisor firm based in Ponte Vedra Beach, FL. He has been in the securities industry since 2001. Thomas holds Series 6, 63, and 65 licenses. He currently specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Thomas has experience working with clients of various financial backgrounds, including high-net-worth individuals and pension and profit-sharing plans. Thomas has also been involved in real estate investment management through a separate LLC. Thomas is committed to providing personalized financial advice and helping his clients achieve their financial goals.

Firm Information

Thomas Ellis is currently registered with B & C Financial Advisors. B&C Financial Advisors is a financial advisor firm based in Ponte Vedra Beach, Florida. They offer financial planning, portfolio management for individuals, and pension consulting. Their services are available to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. The firm manages over $502 million in assets.
B & C Financial Advisors

110 PROFESSIONAL DRIVE

PONTE VEDRA BEACH, FL 32082

$502.70M

Assets Under Management

Not reported

Total Clients

7

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

pension consulting services

Guidance on pension options to ensure a secure financial future.

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 Ellis’s Registration & Firm History

FL

01/18/2011 - Present

B&C Financial Advisors (PONTE VEDRA BEACH FL)

FL

10/11/2001 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. AUGUSTINE FL)

Not sure if Thomas Leonard Ellis is right for you?

Licenses & Designations

IA

Issued 01/16/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Leonard Ellis.
Not sure if Thomas Leonard Ellis is right for you?