Daniel Thom (CRD# 7315901) is an Investment Advisor Representative working at Hurley Financial Group, Inc. in Corvallis, OR and has 1 year of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hurley Financial Group | Corvallis, OR | Jul 2021 - Current | 2 |
| Geneos Wealth Management | Corvallis, OR | Jul 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Salem, OR | Nov 2020 - Jul 2021 | < 1 |
| Western Oregon University | Monmouth, OR | Sep 2018 - Dec 2020 | 2 |
| Onehope | Pompano Beach, FL | Apr 2019 - Sep 2019 | < 1 |
| Pms Instrument Company | Albany, OR | Sep 2017 - Aug 2018 | < 1 |
| Poole Family Farms | Hood River, OR | Jun 2017 - Aug 2017 | < 1 |
| Western Oregon University | Monmouth, OR | Sep 2014 - Jun 2017 | 2 |
| Western Oregon University | Monmouth, OR | Sep 2013 - Jun 2017 | 3 |
| Poole Family Farms | Hood River, OR | Jun 2016 - Sep 2016 | < 1 |
| Poole Family Farms | Hood River, OR | Jun 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- OR
-
Total Assets Under Management302MILLIONS
-
Total Number of Accounts1,512ACCOUNTS
-
Average Account Value$199,445
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, ID, OR, TX, WA
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