Thomas DoranCRD Number: 2983083
Current Firm: Capital Asset Advisory Services, LLC
Thomas Doran (CRD# 2983083) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Caro, MI and has over 19 years of experience in the finance industry.
|Wfg Investments, Inc.||Caro, MI||May 2014 - Current||3|
|Capital Asset Advisory Services, LLC||Caro, MI||Jan 2008 - Current||9|
|Anderson, Tuckey, Bernhardt & Doran, Pc||Caro, MI||Dec 1977 - Current||39|
|Invest Financial Corp.||Tampa, FL||Feb 2009 - May 2015||6|
|Royal Alliance Associates, Inc.||Caro, MI||Nov 1997 - Feb 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management1,122MILLIONS
Total Number of Accounts10,016ACCOUNTS
Average Account Value$111,979
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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