Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Mahone Tolleson is an Investment Advisor Representative at Perigon Wealth Management, LLC. Thomas has been active in the financial services industry since February 12, 1988 and has experience working with high-net-worth individuals, corporations, and pension and profit sharing plans. Thomas is a Certified Financial Planner™ and holds Series 7, 24, 63, 65, SIE and 99TO licenses. Thomas is also a registered representative with Purshe Kaplan Sterling Investments, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/03/2022 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
GA
02/02/2018 - 09/30/2022
KALOS CAPITAL, INC. (Atlanta GA)
GA
03/30/2012 - 02/05/2018
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
07/27/2004 - 04/02/2012
SANDERS MORRIS HARRIS INC. (ATLANTA GA)
CO
01/01/2004 - 08/25/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
06/18/1992 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
02/19/1991 - 07/01/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
04/18/1990 - 03/07/1991
MONARCH SECURITIES, INC.
GA
01/04/1990 - 04/12/1990
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
02/05/1986 - 01/01/1988
VSR FINANCIAL SERVICES, INC.
IA
Issued 12/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Tolleson is the right advisor for you? Invested Better is here to help.
