Thomas OddoCRD Number: 1432810
Current Firm: Raymond James Financial Services Advisors, Inc.
Thomas Oddo (CRD# 1432810) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntersville, NC and has over 31 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Raymond James Financial Services Advisors, Inc.||Huntersville, NC||Jan 2009 - Current||8|
|Davidson College||Davidson, NC||Nov 2007 - Current||9|
|Oddo Financial Services||Huntersville, NC||Dec 2005 - Current||11|
|Raymond James Financial Services, Inc.||Salisbury, NC||Aug 1991 - Current||25|
|Davidson College||Davidson, NC||Sep 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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