Thomas Cree, financial advisor East Dorset VT

Thomas Cree

CRD Number: 7012142
Current Firm: Independent Outlook Group, Inc.

Thomas Cree (CRD# 7012142) is an Investment Advisor Representative working at Independent Outlook Group, Inc. in East Dorset, VT and has over 5 years of experience in the finance industry.

Similar Advisors
Michael Adrian, financial advisor East Dorset VT
Michael J. Adrian
CRD# 2285905
Archer Investment Corporation
Similar Advisors
Andrew Beresford, financial advisor East Dorset VT
Andrew R. Beresford
CRD# 5303702
Manchester Capital Management LLC
Similar Advisors
Robert Bizek, financial advisor East Dorset VT
Robert J. Bizek
CRD# 1163641
Summit Investments LLC
Company Name Location Dates Years
Independent Outlook Group, Inc. East Dorset, VT Sep 2017 - Current 6
N/a-sole Proprietorship Operating As Independent Outlook Group East Dorset, VT May 2002 - Sep 2017 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Thomas W. Cree
Phone Number: 631-204-0581
Firm Website: http://www.ioginc.com/
Registered State(s):
  • VT
Current Firm Details
Independent Outlook Group, Inc.
Firm's CRD Number: 298584
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.