Thomas WearyCRD Number: 1907096
Current Firm: Lau Associates LLC
Thomas Weary (CRD# 1907096) is an Investment Advisor Representative working at Lau Associates LLC in Greenville, DE and has over 27 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Lau Associates LLC||Greenville, DE||Mar 2011 - Current||7|
|Pacific Income Advisers||Santa Monica, CA||Sep 2009 - Mar 2011||1|
|Diamond Portfolio Advisors, LLC||Santa Monica, CA||Sep 2000 - Sep 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
|S65||NASAA Investment Advisors Law Examination||Aug 1992|
Total Assets Under Management521MILLIONS
Total Number of Accounts155ACCOUNTS
Average Account Value$3,361,290
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DE, FL, LA, MD, NH, NY, PA, SC, TX, VA
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