Deborah Thocker
CRD Number: 5836275Current Firm: The Mather Group, LLC
Compensation Model: Fee Only
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
The Mather Group, LLC | Chicago, IL | May 2023 - Current | < 1 |
Clear Perspectives Financial Planning, LLC | Cincinnati, OH | Oct 2008 - May 2023 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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