Thomas Hawbaker (CRD# 1132301) is an Investment Advisor Representative working at Avantax Advisory Services in Midlothian, TX and has over 40 years of experience in the finance industry.
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Midlothian, TX | Nov 2022 - Current | 1 |
| Avantax Insurance Agency, LLC | Midlothian, TX | Nov 2022 - Current | 1 |
| Thomas Hawbaker, Cpa Pllc | Midlothian, TX | Apr 2020 - Current | 4 |
| Unemployed | Midlothian, TX | Mar 2020 - Mar 2020 | < 1 |
| Cooley Holdings Ltd. | Irving, TX | Jan 2019 - Feb 2020 | 1 |
| Clay Cooley Investments | Irving, TX | Sep 2018 - Dec 2018 | < 1 |
| Rml Waxahachie Ford LLC | Waxahachie, TX | Jan 2018 - Aug 2018 | < 1 |
| Duncanville N LLC | Dallas, TX | Feb 2015 - Dec 2017 | 2 |
| Hd Vest Investment Services | Midlothian, TX | Oct 2016 - Aug 2017 | < 1 |
| Fury Motors Inc. | South St. Paul, MN | Sep 2014 - Jan 2015 | < 1 |
| Friendly Holding Company | Grand Haven, MI | Apr 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1983 |
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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