Thomas Clooney (CRD# 4220116) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Egg Harbor Township, NJ and has over 20 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Plan Advisors LLC | Chicago, IL | Nov 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2020 - Current | 3 |
| E*trade Capital Management LLC | King Of Prussia, PA | May 2019 - Current | 5 |
| E*trade Securities LLC | King Of Prussia, PA | May 2019 - Oct 2020 | 1 |
| Charles Schwab & Company, Inc. | Moorestown, NJ | May 2010 - May 2019 | 9 |
| Charles Schwab Bank | Moorestown, NJ | May 2010 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- NJ
-
Total Assets Under Management1,472MILLIONS
-
Total Number of Accounts9,654ACCOUNTS
-
Average Account Value$152,521
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, TN, TX, UT, VA, VI, VT, WI
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