Thomas Caffrey, financial advisor Hardeeville SC
93 score

Thomas Caffrey

CRD Number: 3069049
Current Firm: Allstate Financial Advisors, LLC

Thomas Caffrey (CRD# 3069049) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Hardeeville, SC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Hardeeville, SC Sep 2013 - Current 3
Bankers Life And Casualty North Charleston, SC Mar 2013 - Sep 2013 < 1
Unemployed Bluffton, SC Jan 2013 - Mar 2013 < 1
Merrill Lynch Pierce Fenner Smith Bluffton, SC Nov 2012 - Jan 2013 < 1
Bank Of America Bluffton, SC Nov 2012 - Jan 2013 < 1
Marriott Vacation Club Hilton Head, SC May 2012 - Nov 2012 < 1
L.m. Kohn & Company Cincinnati, OH Jan 2012 - May 2012 < 1
Midsouth Capital Inc. Atlanta, GA Aug 2010 - Jan 2012 1
Morgan Keegan Atlanta, GA Sep 2009 - Aug 2010 < 1
Morgan Stanley Smith Barney Atlanta, GA Jun 2009 - Sep 2009 < 1
Citigroup Global Markets Inc. Atlanta, GA Nov 2008 - Sep 2009 < 1
Unemployed Alpharetta, GA Mar 2008 - Nov 2008 < 1
Citigroup Global Markets Inc. Philadelphia, PA Apr 2002 - Mar 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Thomas P. Caffrey
Phone Number: 847-402-5296
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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