Thomas Meaglia, financial advisor La Verne CA
41 score

Thomas Meaglia

CRD Number: 862483
Current Firm: Fusion Capital Management

Thomas Meaglia (CRD# 862483) is an Investment Advisor Representative working at Fusion Capital Management in La Verne, CA and has over 32 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor La Verne CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
Brandon Averill, financial advisor La Verne CA
Brandon L. Averill
CRD# 5781614
Penniall & Associates
Score
103
Similar Advisors
Carol Somoano, financial advisor La Verne CA
Carol Somoano
CRD# 4972541
Asset Planning, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Fusion Investment Advisors La Verne, CA Apr 2013 - Current 3
Stockbridge Financial Services LLC Huntington Beach, CA Jan 2004 - Jan 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Mar 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Thomas V. Meaglia
Phone Number: 866-254-4235
Firm Website: http://www.fusioncm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    1,620
    ACCOUNTS
  • Average Account Value
    $75,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
41

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.