Thomas HenryCRD Number: 5947097
Current Firm: Ameriprise Financial Services, Inc.
Thomas Henry (CRD# 5947097) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Ellicott City, MD and has over 6 years of experience in the finance industry.
Aegis Wealth Management LLC
Commonwealth Financial Network
Planning Solutions Group, LLC
|Ameriprise Financial Services Inc.||Ellicott City, MD||Dec 2014 - Current||2|
|First National Bank Of Pa||Annapolis, MD||Aug 2014 - Dec 2014||< 1|
|Cetera Investment Services LLC||St.cloud, MN||Aug 2014 - Dec 2014||< 1|
|Cnl Securities Corp.||Orlando, FL||Apr 2012 - May 2014||2|
|Cnl Securities Corp.||Orlando, FL||Jun 2011 - Apr 2012||< 1|
|Conagra||Omaha, NE||Oct 2009 - Jun 2011||1|
|Unemployed||Charleston, SC||Apr 2009 - Oct 2009||< 1|
|College Of Charleston||Charleston, SC||Jul 2005 - May 2009||3|
|Belimed Inc.||Charleston, SC||Jun 2008 - Aug 2008||< 1|
|Passport International||Charleston, SC||Oct 2007 - Feb 2008||< 1|
|Kearns & Company||Matthews, NC||Dec 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.