Thomas PaleyCRD Number: 6384740
Current Firm: Hbw Advisory Services LLC
Thomas Paley (CRD# 6384740) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Mesa, AZ and has over 3 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Az State University||Tempe, AZ||Aug 2012 - Current||4|
|Ffg/hbw||Albuquerque, NM||Oct 2007 - Current||9|
|Mesa Community College||Mesa, AZ||Jan 2010 - Aug 2012||2|
|Us Army National Guard||Rio Rancho/casa Grande, NM||Jul 2008 - Jul 2011||3|
|Fry's Electronics||Tempe, AZ||Dec 2009 - Aug 2010||< 1|
|Poly Flo||Albuquerque, NM||Nov 2008 - May 2009||< 1|
|Us Army||Ft Bragg, NC||Sep 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management241MILLIONS
Total Number of Accounts3,782ACCOUNTS
Average Account Value$63,681
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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