Thomas Doran (CRD# 2983083) is an Investment Advisor Representative working at Cg Advisory Services in Caro, MI and has over 26 years of experience in the finance industry.
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 2993690
Thrivent Investment Management Inc.
CRD# 2274421
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management, Inc. | Caro, MI | Sep 2017 - Current | 6 |
| Capital Asset Advisory Services, LLC | Caro, MI | Jan 2008 - Current | 16 |
| Anderson, Tuckey, Bernhardt & Doran, Pc | Caro, MI | Dec 1977 - Current | 46 |
| Wfg Investments, Inc. | Caro, MI | May 2014 - Aug 2017 | 3 |
| Invest Financial Corp. | Tampa, FL | Feb 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- MI
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Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- 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
- 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
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, VT, WA, WI, WV, WY
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