Thomas Craft (CRD# 2355883) is an Investment Advisor Representative working at Gateway Asset Management, LLC in Independence, OH and has over 20 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gateway Asset Management, LLC | Independence, OH | Dec 2020 - Current | 3 |
| Gateway Financial Advisors, LLC | Independence, OH | Aug 2016 - Current | 7 |
| Artista Financial Group | Broadview Heights, OH | Jan 2000 - Current | 24 |
| Belpointe Insurance, LLC | Greenwich, CT | Aug 2016 - Feb 2021 | 4 |
| Belpointe Asset Management, LLC | Greenwich, CT | Aug 2016 - Feb 2021 | 4 |
| Bartley Financial Advisors, Inc. | Independence, OH | Aug 2016 - Sep 2016 | < 1 |
| Lincoln Financial Advisors Corp | Cleveland, OH | Dec 2007 - Aug 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
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- OH
- TX
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Total Assets Under Management58MILLIONS
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Total Number of Accounts223ACCOUNTS
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Average Account Value$260,561
- 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
- Selection of other advisers (including private fund managers)
OH, TX
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