Thomas ClymerCRD Number: 5407253
Current Firm: Suntrust Investment Services, Inc.
Thomas Clymer (CRD# 5407253) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Thomas Clymer 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Sun Trust Bank||Charlotte, NC||Mar 2016 - Current||1|
|Sun Trust Investment Services, Inc.||Charlotte, NC||Mar 2016 - Current||1|
|Pnc Investments||Pittsburgh, PA||Mar 2013 - Dec 2015||2|
|Pnc Bank||Pittsburgh, PA||Mar 2013 - Dec 2015||2|
|Wells Fargo Advisors LLC||Charleston, SC||May 2009 - Mar 2013||3|
|Wachovia Bank, N.a.||Columbia, SC||Jun 2002 - Mar 2013||10|
|Wachovia Securities, LLC||Columbia, SC||Aug 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV