Tommy Wadsworth (CRD# 7668428) is an Investment Advisor Representative working at Safe Harbor Assets in Fallbrook, CA and has 1 year of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2238419
Lpl Financial LLC
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wadsworth Wealth Managemnet Llc Dba Safe Harbor Assets | Fallbrook, CA | Jan 2023 - Current | 1 |
| Wadsworth Wealth Managemnet Llc Dba Safe Harbor Assets | Fallbrook, CA | Nov 2022 - Current | 1 |
| Full Time Student | Fallbrook, CA | Mar 2022 - Nov 2022 | < 1 |
| Voice By The Sea Inc. | Fallbrook, CA | Oct 2011 - Mar 2022 | 10 |
| Jack Wadsworth Consulting | Fallbrook, CA | Oct 2015 - May 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$145,556
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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