Thomas CollinsCRD Number: 5279391
Current Firm: Cuso Financial Services, LP
Thomas Collins (CRD# 5279391) is an Investment Advisor Representative working at Cuso Financial Services, LP in Indianapolis, IN and has over 10 years of experience in the finance industry. Thomas Collins 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.
Halter Ferguson Financial Inc.
I4 Advisors LLC
Halter Ferguson Financial Inc.
|Financial Center First Credit Union||Indianapolis, IN||Feb 2017 - Current||1|
|Cuso Financial Services, LP||San Diego, CA||Feb 2017 - Current||1|
|Unemployed||Carmel, IN||Sep 2016 - Feb 2017||< 1|
|Charles Schwab & Company, Inc.||Indianapolis, IN||Aug 2015 - Sep 2016||1|
|Schwab Private Client Investment Advisory, Inc.||Indianapolis, IN||Aug 2015 - Sep 2016||1|
|Tiaa||Carmel, IN||Nov 2013 - Aug 2015||1|
|Tiaa-cref Individual & Institutional Services, LLC||Carmel, IN||Nov 2013 - Aug 2015||1|
|Fidelity Investments||Cincinnati, OH||Nov 2005 - Nov 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management1,808MILLIONS
Total Number of Accounts9,438ACCOUNTS
Average Account Value$191,594
- 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)
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, WY
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