Thomas Rembert (CRD# 5321490) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hickory, NC and has over 16 years of experience in the finance industry.
CRD# 7063689
Edward Jones
CRD# 5699012
Edward Jones
CRD# 5699016
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Nicolaus & Co Inc. | Hickory, NC | Sep 2018 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Hickory, NC | Nov 2016 - Sep 2018 | 1 |
| Wells Fargo Advisors LLC | Hickory, NC | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- NC
- TX
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Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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