Thomas Barkume (CRD# 1262546) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 40 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcdermott Investment Advisors, LLC | Fort Myers, FL | Nov 2020 - Current | 3 |
| Mcdermott Investment Services, LLC | Logan, UT | Sep 2020 - Current | 3 |
| Unemployed | Logan, UT | May 2020 - Aug 2020 | < 1 |
| Primex | New York, NY | Oct 2017 - Apr 2020 | 2 |
| Advanced Wealth Management Inc. | Cedar City, UT | May 2013 - Jul 2017 | 4 |
| Geneos Wealth Management Inc. | Cedar City, UT | Jun 2004 - Jul 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
- UT
-
Total Assets Under Management228MILLIONS
-
Total Number of Accounts701ACCOUNTS
-
Average Account Value$324,711
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NH, NJ, NY, PA, SC, TX, UT, VA
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