Thomas Over (CRD# 4557122) is an Investment Advisor Representative working at Capital Investment Services, LLC in Lynnwood, WA and has 1 year of experience in the finance industry. Thomas Over 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# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vine Dahlen & Company Pllc | Lynnwood, WA | Dec 1991 - Current | 32 |
- WA
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$1,688,812
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
WA
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