Thomas StinesCRD Number: 7072294
Current Firm: Fifth Third Securities, Inc.
Thomas Stines (CRD# 7072294) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Knoxville, TN and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Visionary Horizons, LLC
|Fifth Third Securities||Knoxville, TN||Feb 2019 - Current||3|
|Fifth Third Bank||Knoxville, TN||Sep 2017 - Current||5|
|The Bed Store||Knoxville, TN||Jul 2016 - Sep 2017||1|
|Maryville Christian School||Maryville, TN||Jul 2015 - Jul 2016||1|
|Shawn Allen Masonry||Knoxville, TN||Mar 2015 - Jul 2015||< 1|
|Adams Masonry||Chattanooga, TN||Aug 2014 - Mar 2015||< 1|
|Shawn Allen Masonry||Knoxville, TN||May 2014 - Aug 2014||< 1|
|Bryan College||Dayton, TN||Sep 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
|S63||Uniform Securities State Law Examination||May 2019|
Total Assets Under Management8,855MILLIONS
Total Number of Accounts40,305ACCOUNTS
Average Account Value$219,705
- A percentage of assets under your management
- 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)
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, WY
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