Thomas Courtright (CRD# 4631243) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 20 years of experience in the finance industry. Thomas Courtright 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.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hackettstown, NJ | Dec 2016 - Current | 7 |
| Gladstone Wealth Partners | Hackettstown, NJ | Dec 2016 - Current | 7 |
| Pnc Investments LLC | Pittsburgh, PA | Mar 2007 - Dec 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management4,004MILLIONS
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
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