Thomas Presley, financial advisor Atlanta GA
93 score

Thomas Presley

CRD Number: 6166256
Current Firm: Brightworth, LLC

Thomas Presley (CRD# 6166256) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 3 years of experience in the finance industry. Thomas Presley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brightworth Atlanta, GA May 2015 - Current 1
Brightworth Atlanta, GA Aug 2011 - Apr 2015 3
Cherry, Bekaert & Holland Atlanta, GA Oct 2009 - Jul 2011 1
Student Athens, GA Jul 2004 - Sep 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Thomas C. Presley
Phone Number: 404-760-9000
Firm Website: http://www.raypadron.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,227
    MILLIONS
  • Total Number of Accounts
    1,524
    ACCOUNTS
  • Average Account Value
    $805,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, MD, NC, SC, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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