Thomas Groves (CRD# 7855916) is an Investment Advisor Representative working at Your Financial Pharmacist in Greeley, CO and has over 2 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Financial Pharmacist Planning, LLC | New Albany, OH | Jan 2024 - Current | < 1 |
| U.s. Navy | Silverdale, WA | Jun 2013 - Nov 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CO
- OH
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts622ACCOUNTS
-
Average Account Value$44,510
- 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
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IL, LA, MA, MD, MI, MN, MO, NC, NY, OH, PA, TN, TX, VA, WA, WI
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