Thomas Childs (CRD# 6225246) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Walpole, MA and has over 10 years of experience in the finance industry. Thomas Childs 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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| The Patriot Financial Group | Charlestown, MA | Sep 2019 - Current | 4 |
| Childs Financial Services | Charlestown, MA | Oct 2014 - Current | 9 |
| Securities America Inc. | Charlestown, MA | Aug 2013 - Dec 2022 | 9 |
| Securities America Advisors, Inc. | Charlestown, MA | Nov 2013 - Feb 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- MA
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Total Assets Under Management2,119MILLIONS
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Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- 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)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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