Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Chaney is a financial advisor with CWM, LLC. Thomas has been in the industry for over 30 years. They have a wide range of experience in the industry, having previously worked with Cetera Advisor Networks LLC, LPL Financial LLC, Invest Financial Corporation, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., JWGenesis Financial Services, Inc., Sunpoint Securities, Inc., Portfolio Asset Mgt/USA Financial Group Inc., U.S.-Worldwide Financial Services, Inc. and Advantage Capital Corporation. Thomas is registered with the Securities and Exchange Commission and holds several licenses, including Series 6, 7, 24, 63, and 66. Thomas specializes in providing financial planning, portfolio management, and sub-advisory services for individuals, high net worth individuals, corporations, and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
TX
05/18/2021 - Present
CWM, LLC (El Paso TX)
NM
05/18/2021 - 02/07/2024
CETERA ADVISOR NETWORKS LLC (LAS CRUCES NM)
TX
10/23/2012 - 05/24/2021
LPL FINANCIAL LLC (EL PASO TX)
TX
05/15/2008 - 10/25/2012
INVEST FINANCIAL CORPORATION (EL PASO TX)
TX
10/31/2005 - 05/15/2008
AIG FINANCIAL ADVISORS, INC. (EL PASO TX)
AZ
09/21/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
12/10/1999 - 08/30/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
TX
09/03/1993 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
TX
09/06/1990 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
TX
11/09/1988 - 10/08/1993
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
GA
01/27/1987 - 09/28/1988
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Thomas Chaney is the right advisor for you? Invested Better is here to help.
