Thomas Pratt (CRD# 6599076) is an Investment Advisor Representative working at Collaborative Wealth in Orlando, FL and has over 8 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Orlando, FL | Mar 2017 - Current | 7 |
| Collaborative Wealth Management, Inc. | Orlando, FL | Mar 2017 - Current | 7 |
| Evershore Financial Group | Orlando, FL | Jan 2016 - Current | 8 |
| Diamond P Ranch | Kissimmee, FL | Aug 2004 - Current | 19 |
| Securian Financial Services Inc. | St. Paul, MN | Jan 2016 - Jan 2017 | 1 |
| Zoetis | Florham Park, NJ | Sep 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management464MILLIONS
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Total Number of Accounts1,638ACCOUNTS
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Average Account Value$283,054
- A percentage of assets under your management
- Hourly charges
- 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)
CA, FL, GA, IN, LA, NC, NH, NY, TN, TX, VA
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