Tamika Thomas, financial advisor Cleveland OH
90 score

Tamika Thomas

CRD Number: 5290845
Current Firm: Pnc Capital Advisors LLC

Tamika Thomas (CRD# 5290845) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Cleveland, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Funds Distributor, LLC Cleveland, OH May 2015 - Current 1
Pnc Capital Advisors, LLC Cleveland, OH May 2015 - Current 1
Pnc Investments Cleveland, OH Jun 2012 - May 2015 2
The Huntington Investment Company Columbus, OH Jan 2011 - Jun 2012 1
Huntington National Bank Cleveland, OH Jan 2011 - Jun 2012 1
H&r Block Cleveland, OH Dec 2008 - Jun 2012 3
Commonwealth Financial Network Waltham, MA Sep 2009 - Jan 2011 1
Eileen M Burkhart & Company Cleveland Hts, OH Sep 2008 - Jan 2011 2
Bank Of America Beachwood, OH Jun 2008 - Sep 2008 < 1
Eileen M Burkhart & Company Cleveland Hts, OH Jan 2007 - Jun 2008 1
Walmart Cleveland, OH Oct 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Tamika M. Thomas
Phone Number: 410-237-5683
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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