Thomas Space, financial advisor Gilford NH

Thomas Space

CRD Number: 2382115
Current Firm: Redwood Private Wealth

Thomas Space (CRD# 2382115) is an Investment Advisor Representative working at Redwood Private Wealth in Gilford, NH and has over 28 years of experience in the finance industry. Thomas Space has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Redwood Private Wealth LLC Phoenix, AZ Jun 2021 - Current 1
Redwood Tax Specialists Cornelius, NC Jan 2018 - Current 4
Advisors Financial Planning Group, LLC Gilford, NH Apr 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
Contact Info for Thomas E. Space
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    982
    ACCOUNTS
  • Average Account Value
    $151,988
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WI

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Data verified by both the advisor and the public regulatory data.

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