Thomas Sikes (CRD# 4651617) is an Investment Advisor Representative working at Wanderwealth Inc. in Hillsoborough, NC and has over 20 years of experience in the finance industry. Thomas Sikes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wanderwealth Inc. | Hillsborough, NC | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- NC
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$230,510
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
NC
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