Thomas Skelley (CRD# 6044938) is an Investment Advisor Representative working at Cwm, LLC in Downingtown, PA and has over 11 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Wealth | Omaha, NE | Jul 2021 - Current | 2 |
| Carson Wealth | Downingtown, PA | Jul 2021 - Current | 2 |
| Wealthcare Advisory Partners LLC | Downingtown, PA | Feb 2018 - Jul 2021 | 3 |
| Lpl Financial LLC | Downingtown, PA | Jan 2014 - Jul 2021 | 7 |
| Millers Insurance Agency | Downingtown, PA | Jul 2000 - Feb 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- PA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- 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)
- Other
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, WY
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