Thomas Cole (CRD# 6904781) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 4 years of experience in the finance industry.
CRD# 6285341
Raymond James & Associates, Inc.
CRD# 4005596
Raymond James Financial Services Advisors, Inc.
CRD# 6946587
Huntington Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Usa Financial | Ada, MI | Aug 2021 - Current | 2 |
Infinex Investments, Inc. | Meriden, CT | Dec 2019 - Aug 2021 | 1 |
Flagstar Bank | Grand Rapids, MI | Aug 2019 - Aug 2021 | 2 |
Principal Life Insurance Company | Lansing, MI | Jul 2019 - Aug 2019 | < 1 |
Principal Securities Incorporated | Lansing, MI | Jul 2019 - Aug 2019 | < 1 |
The Centennial Group | Lansing, MI | Apr 2019 - Jul 2019 | < 1 |
Cottingham & Butler | Dubuque, IA | Nov 2016 - Mar 2019 | 2 |
Universidad Europea | Madrid, | Oct 2016 - Oct 2017 | 1 |
Kalamazoo College | Kalamazoo, MI | Jul 2015 - Oct 2016 | 1 |
Kalamazoo Public Schools | Kalamazoo, MI | Jan 2015 - Oct 2016 | 1 |
Pro Clean Car Wash | Dubuque, IA | Jan 2014 - Jul 2015 | 1 |
Loras College | Dubuque, IA | Jul 2009 - Jul 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- MI
-
Total Assets Under Management269MILLIONS
-
Total Number of Accounts1,395ACCOUNTS
-
Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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