Thomas Muldoon (CRD# 4419935) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in State College, PA and has over 22 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First National Bank Of Pa | State College, PA | Feb 2020 - Current | 4 |
| Cetera Investment Services LLC | St Cloud, MN | Feb 2020 - Current | 4 |
| Cetera Investment Advisers LLC | State College, PA | Feb 2020 - Current | 4 |
| Pensionmark Securities, LLC | Duncansville, PA | Sep 2017 - Feb 2020 | 2 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Aug 2015 - Feb 2020 | 4 |
| L.r. Webber Associates, Inc. | Duncansville, PA | Aug 2014 - Feb 2020 | 5 |
| Capfinancial Securities, LLC | Raleigh, CA | Aug 2015 - Sep 2017 | 2 |
| Lpl Financial, LLC | Duncansville, PA | Sep 2014 - Aug 2015 | < 1 |
| Independent Financial Partners | Duncansville, PA | Sep 2014 - Aug 2015 | < 1 |
| Two Point Royal, LLC | Duncansville, PA | Sep 2013 - Jul 2014 | < 1 |
| Financial Telesis | San Rafael, CA | Dec 2004 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
- PA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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