Thomas Houston (CRD# 7143960) is an Investment Advisor Representative working at Harvest Advisors, LLC in Canton, OH and has over 3 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Church Of The Covenant | Canton, OH | Sep 2021 - Current | 2 |
S. D. Clifford Advisors, LLC | Canton, OH | Sep 2021 - Current | 2 |
Park Avenue Securities | Canton, OH | Sep 2020 - Sep 2021 | 1 |
Guardian Life Insurance | Canton, OH | Oct 2019 - Sep 2021 | 1 |
Uber | San Francisco, CA | May 2019 - Jul 2021 | 2 |
Lyft | San Francisco, CA | Mar 2019 - Jul 2021 | 2 |
Unemployed | Massillon, OH | Jan 2019 - Feb 2019 | < 1 |
John Knox Presbyterian Church | North Canton, OH | Jun 2010 - Dec 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- OH
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts291ACCOUNTS
-
Average Account Value$97,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
OH
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