Thomas BixbyCRD Number: 1200163
Current Firm: Allen & Company Of Florida, Inc.
Thomas Bixby (CRD# 1200163) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Melbourne, FL and has over 33 years of experience in the finance industry. Thomas Bixby 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.
Rall Capital Management, Inc.
Arbogast Financial Advisors, LLC
Baldwin & Associates
|Allen & Company Of Florida, Inc.||Lakeland, FL||Feb 2013 - Current||3|
|Morgan Stanley Smith Barney||Melbourne, FL||Jun 2009 - Feb 2013||3|
|Morgan Stanley & Company, Incorporated||Melbourne, FL||Apr 2007 - Feb 2013||5|
|Dean Witter Reynolds Inc.||Melbourne, FL||Apr 1998 - Apr 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
Total Assets Under Management632MILLIONS
Total Number of Accounts1,995ACCOUNTS
Average Account Value$316,591
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV