Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

FLINT, MI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Thomas William Hankins is an investment advisor representative registered with Stiefel, Nicolaus & Company, Inc. Thomas William Hankins has 24 years of experience in the securities industry and is registered with the states of Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Mississippi, Nevada, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia and Wisconsin. Thomas William Hankins is also registered with the state of Michigan as an investment adviser representative. Thomas William Hankins is affiliated with Stiefel, Nicolaus & Company, Inc. in Flint, Michigan.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

SEI Investments Management Corp.

location

OAKS, PA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Pileggi is a financial advisor currently registered with SEI Investments Management Corp.. Thomas has been in the financial services industry since 2009. Thomas holds the Series 66, Series 7, and SIE licenses. Thomas previously worked at Brinkner Capital Securities, LLC and Pershing LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

INDIANAPOLIS, IN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Welch is a financial advisor with over 27 years of experience in the industry. He is currently registered with Stifel, Nicolaus & Company, Inc. in Indiana and Texas. Thomas has worked with various firms over the years, including City Securities Corporation, PNC Investments, Natcity Investments, Inc., Natcity Insurance Services, Inc., Liberty Securities Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Thomas holds the Series 6, 7, 24, 52, 63, and 65 licenses. He is also a Certified Financial Planner. Thomas provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Davenport & Co. LLC | CFP ® (Certifications)

location

RICHMOND, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Winston Price is a financial advisor with Davenport & Co. LLC. Thomas is an active investment advisor representative with Davenport & Co. LLC in Virginia. Thomas has been in the financial industry since July 29, 2001. Thomas is also an Investment Advisor Representative in Texas. Thomas has held registrations in over 30 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Charlotte, NC

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Alan Stewart is a financial advisor with over 19 years of experience in the financial services industry. Thomas is currently registered with Vanguard Advisers, Inc., a leading provider of investment management services. Prior to joining Vanguard, Thomas was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas holds a Series 63 and Series 65 license and has earned the Series 7, Series 9, Series 10, Series 22, Series 24, and Series 39 licenses. Thomas specializes in providing financial planning and investment management services to individuals and families. Thomas has a strong track record of helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Woodward Diversified Capital, LLC

location

BAKERSFIELD, CA

0 Disclosures

ADVISOR BIO

Thomas Woodward is a financial advisor with over 40 years of experience in the industry. Thomas has a proven track record of success, having previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, and BANC of America Investment Services, Inc. He currently works at Woodward Diversified Capital, LLC. Thomas has a deep understanding of the financial markets and a commitment to providing personalized investment advice to his clients. Thomas offers a range of financial services, including financial planning, portfolio management, and selection of other advisors. He specializes in working with high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, pooled investment vehicles, and individuals other than high-net-worth. Thomas is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sage Advisory Services Ltd. Co.

location

Gilbonia, PA

0 Disclosures

ADVISOR BIO

Thomas J. Bourg is an investment advisor representative registered with Sage Advisory Services Ltd. Co. Thomas has been active in the securities industry for over 18 years. Thomas has passed the Series 6, 7, 63 and 66 exams. Thomas also holds the SIE designation. Thomas specializes in Portfolio Management for Individuals, Pension Consulting and Portfolio Management for Investment Companies. Thomas is also registered in Pennsylvania and Texas.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PROVISION STRATEGIES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Thomas Michalakis Parides is an Investment Advisor Representative with Fisher Investments. Thomas has been in the industry since 2014. Thomas has a Series 63 and Series 65 license. Thomas is located in Plano, TX and has a branch office in the same location. The branch office is located at 6500 INTERNATIONAL PKWY, STE 2050, Plano, TX 75093-8222. Thomas has been with Fisher Investments since 2020. Fisher Investments is a registered investment advisor with approximately $1 billion to $10 billion in assets under management. The firm has approximately 360,000 client accounts. Fisher Investments provides portfolio management services to individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Sprott Asset Management USA Inc.

location

DARIEN, CT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Wayne Ulrich is a financial advisor with over 18 years of experience in the financial industry. Thomas is a registered representative with Sprott Asset Management USA Inc. and Resource Capital Investment Corp. Thomas is a licensed advisor in California, Connecticut and New York. Thomas's expertise is in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Thomas O'Halloran is an investment advisor representative at Lord, Abbett & Co. LLC. Thomas has been in the industry since 1998. Thomas has Series 7, 63, and 65 licenses. Thomas's current firm is Lord, Abbett & Co. LLC. Thomas has experience with UBS WARBURG LLC and SBC WARBURG DILLON READ INC.. Thomas specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?