Thomas MattapallilCRD Number: 6282074
Current Firm: Advice And Planning Services
Thomas Mattapallil (CRD# 6282074) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Tiaa||Charlotte, NC||May 2014 - Current||7|
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||May 2014 - Current||7|
|Bank Of America||Charlotte, NC||Jul 2004 - Apr 2014||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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