Thomas Miranda, financial advisor Eustis FL
93 score

Thomas Miranda

CRD Number: 4546765
Current Firm: Wells Fargo Advisors, LLC

Thomas Miranda (CRD# 4546765) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Eustis, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Eustis, FL May 2009 - Current 7
Wachovia Securities, LLC Eustis, FL Jan 2008 - May 2009 1
A.g. Edwards & Sons, Inc. Eustis, FL Apr 2002 - Jan 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Thomas J. Miranda
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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