Thomas MastersCRD 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.
Ameriprise Financial Services, Inc.
Gwn Securities Inc.
Prudential Financial Planning Services
|Hd Vest Advisory Services Inc.||Jackson, MI||Apr 2010 - Current||7|
|Willis & Machnik Financial Services||Jackson, MI||Feb 2009 - Current||8|
|Hd Vest Investment Services||Jackson, MI||Feb 2009 - Current||8|
|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|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- 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, VT, WA, WI, WV