Thomas Masters, financial advisor Jackson MI
93 score

Thomas Masters

CRD Number: 1972113
Current Firm: H.d. Vest Advisory Services, Inc.

Thomas Masters (CRD# 1972113) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Jackson, MI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Inc. Jackson, MI Apr 2010 - Current 6
Willis & Machnik Financial Services Jackson, MI Feb 2009 - Current 7
Hd Vest Investment Services Jackson, MI Feb 2009 - Current 7
Citigroup Global Markets Inc. Jackson, MI Jul 1993 - Feb 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Thomas J. Masters
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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, VT, WA, WI, WV

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

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