Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Samuel Gile is an investment advisor representative with Captrust, a registered investment advisor firm. Thomas has been in the securities industry since 1993. Thomas is a licensed investment advisor in Louisiana and Texas. Thomas is a series 7, 6, 24, 26, 63, 82 and SIE licensed representative.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/23/2023 - Present
Captrust (Dallas TX)
TX
06/19/2018 - 08/26/2024
SOUTHERN WEALTH SECURITIES, LLC (Dallas TX)
TX
06/23/2023 - 07/06/2023
CAPFINANCIAL SECURITIES, LLC. (Dallas TX)
TX
02/18/2008 - 10/01/2018
M HOLDINGS SECURITIES, INC. (DALLAS TX)
TX
01/04/1994 - 08/10/1998
TRI-STAR FINANCIAL (HOUSTON TX)
NE
09/17/1992 - 12/31/1993
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 02/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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