Thomas Balcom (CRD# 5232857) is an Investment Advisor Representative working at 1650 Wealth Management, LLC in Lighthouse Point, FL and has 1 year of experience in the finance industry. Thomas Balcom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 1650 Wealth Managment | Lauderdale-by-the-sea, FL | Jan 2012 - Current | 12 |
- FL
- MA
- TX
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts798ACCOUNTS
-
Average Account Value$128,822
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, TX
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