Thomas LoveCRD Number: 5339914
Current Firm: The Main Street Group
Thomas Love (CRD# 5339914) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 9 years of experience in the finance industry. Thomas Love 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.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|The Main Street Group, Ltd||Glen Allen, VA||Oct 2015 - Current||1|
|Lpl Financial||Glen Allen, VA||Mar 2010 - Current||6|
|Radford University||Radford, VA||Jul 2006 - May 2011||4|
|Btr Inc.||Great Falls, VA||Aug 2001 - May 2011||9|
|Ameriprise Financial Services Inc.||Richmond, VA||May 2007 - Mar 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Criminal Record
Total Assets Under Management65MILLIONS
Total Number of Accounts375ACCOUNTS
Average Account Value$173,475
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, NC, NY, TX, VA
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