Thomas FinkCRD Number: 1159344
Current Firm: Principal Securities, Inc.
Thomas Fink (CRD# 1159344) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Magnacorp Insurance & Financial Group||Portland, OR||Oct 2013 - Current||4|
|Princor Financial Services Corporation||Lake Oswego, OR||Sep 2004 - Current||13|
|Principal Life Insurance Company||Lake Oswego, OR||Sep 2004 - Current||13|
|Magnacorp Insurance||Lake Oswego, OR||Nov 1995 - Oct 2013||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1991|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV