Thomas Brown (CRD# 1984340) is an Investment Advisor Representative working at Capital Management Services, Inc. in Manchester, MO and has over 34 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
World Equity Group, Inc. | Arlington Heights, IL | Dec 2007 - Current | 16 |
National Financial Services | St. Louis, MO | Sep 1989 - Current | 34 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1989 |
S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- MO
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts549ACCOUNTS
-
Average Account Value$249,756
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, GA, IL, KS, MO, TX, WA
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