Thomas Schubert (CRD# 2372738) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in King Of Prussia, PA and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Mclean, VA | Feb 2021 - Current | 3 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Sep 2020 - Feb 2021 | < 1 |
| Suntrust Investment Services, Inc. | King Of Prussia, PA | Sep 2020 - Feb 2021 | < 1 |
| Bb&t Securities | King Of Prussia, PA | May 2017 - Sep 2020 | 3 |
| Janney Montgomery Scott LLC | Bryn Mawr, PA | Apr 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- PA
- TX
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Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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