Thomas Alvis (CRD# 6596641) is an Investment Advisor Representative working at Elevated Performance Investment Group, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Elevated Financial & Tax Services LLC | Charlotte, NC | Jun 2020 - Current | 3 |
Foundations Investment Advisors, LLC | Scottsdale, AZ | Nov 2018 - Current | 5 |
Elevated Performance Investment Group, LLC | Charlotte, NC | Dec 2015 - Current | 8 |
Elevated Financial & Tax, LLC | Charlotte, NC | Jan 2015 - Current | 9 |
Gradient Investments, LLC | Arden Hills, MN | Mar 2017 - Dec 2023 | 6 |
Rick Barnett Financial Group Inc. Dba Barnett Financial & Tax, | Grand Blanc, MI | Aug 2015 - Sep 2018 | 3 |
Alvarez & Marsal Tax LLC | Charlotte, NC | May 2007 - Dec 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI, NC, SC, VA
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