Thomas Stroud Jr (CRD# 3232919) is an Investment Advisor Representative working at Wells Fargo Advisors in Greenville, NC and has over 8 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Greenville, NC | Apr 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | New Bern, NC | Nov 2016 - Apr 2024 | 7 |
| Wells Fargo Advisors, LLC | New Bern, NC | Apr 2015 - Nov 2016 | 1 |
| Unemployed | Greenville, NC | Dec 2014 - Mar 2015 | < 1 |
| Ward And Smith, P.a. | Greenville, NC | Sep 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- NC
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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