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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cahill is an investment advisor representative with Ventura Wealth Management. Thomas has been in the industry since 1994 and has experience with firms such as WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and CAPTRUST FINANCIAL ADVISORS, LLC. Thomas holds licenses for both securities and investment advisory services. Thomas specializes in providing portfolio management for individuals and financial planning services. Ventura Wealth Management provides a variety of investment advisory services, including portfolio management for individuals, financial planning, and pension consulting. The firm has offices in Yardley, Pennsylvania.
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.
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
PA
01/04/2011 - Present
Ventura Wealth Management (YARDLEY PA)
NJ
06/15/2002 - 03/29/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TRENTON NJ)
NC
05/20/1999 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
10/27/1997 - 05/20/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1994 - 09/23/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 3 - National Commodity Futures Examination
BC
Issued 04/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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