Thomas Villalta (CRD# 2271757) is an Investment Advisor Representative working at Austin 180 Advisory Group LLC in Austin, TX and has over 28 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Austin 180 Advisory Group LLC | Austin, TX | Jan 2018 - Current | 6 |
| Austin 180 Media Capital Corporation | Austin, TX | May 2019 - Jan 2022 | 2 |
| Covenant Multi-family Offices, LLC | San Antonio, TX | Sep 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- TX
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts174ACCOUNTS
-
Average Account Value$236,173
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
TX
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