Thomas GaleCRD Number: 1858322
Current Firm: Cetera Investment Advisers LLC
Thomas Gale (CRD# 1858322) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glenolden, PA and has over 29 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Triad Advisors, Inc.
|Summit Brokerage Services||Glenolden, PA||Sep 2015 - Current||1|
|Thomas M. Gale||Conshohocken, PA||Mar 2008 - Current||9|
|J P Turner & Company LLC||Glenolden, PA||May 2014 - Sep 2015||1|
|Coastal Equities, Inc.||Wilmington, DE||Jul 2012 - May 2014||1|
|Coastal Investment Advisors||Wilmington, DE||Jun 2012 - May 2014||1|
|Financial Network||El Segundo, CA||Aug 2008 - May 2012||3|
|Hornor Townsend & Kent, Inc.||Horsham, PA||Oct 2005 - Mar 2008||2|
|Penn Mutual||Horsham, PA||Oct 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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