Thomas Schorn (CRD# 2928253) is an Investment Advisor Representative working at Schorn Wealth in Englewood, FL and has over 26 years of experience in the finance industry.
CRD# 1493667
Spire Wealth Management, LLC
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3143414
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret Grant & Company, Inc. | Sarasota, FL | Dec 2020 - Current | 3 |
| Cadaret Grant & Company, Inc. | Johnstown, PA | Dec 2020 - Current | 3 |
| Fiduciary Planning LLC | Coral Springs, FL | Jul 2019 - Current | 4 |
| Self-employed Cpa | West Chester, PA | Jan 1987 - Current | 37 |
| Sorrento Pacific Financial, LLC | San Diego, CA | Dec 2020 - Dec 2020 | < 1 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | May 2012 - Jul 2019 | 7 |
| First Allied Securities, Inc. | San Diego, CA | Jan 2005 - Jul 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- PA
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Total Assets Under Management290MILLIONS
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Total Number of Accounts1,472ACCOUNTS
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Average Account Value$196,926
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, DE, FL, MD, NC, NJ, NY, PA, SC, TX
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