Thomas Udall, financial advisor Gilbert AZ

Thomas Udall

CRD Number: 6712358
Current Firm: West Ridge Advisors

Thomas Udall (CRD# 6712358) is an Investment Advisor Representative working at West Ridge Advisors in Gilbert, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
West Ridge Advisors, LLC Henderson, NV Jan 2017 - Current 7
Udall Cpa Group, Pllc Gilbert, AZ Jan 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Thomas M. Udall
Phone Number: (702) 547-9483
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    566
    ACCOUNTS
  • Average Account Value
    $270,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, NV, UT

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