Thomas Price (CRD# 2962823) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 25 years of experience in the finance industry.
CRD# 4659590
Global View Capital Management LLC
CRD# 1574689
Johnson Wealth Inc.
CRD# 719928
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Investment Services Of America, LLC | Milwaukee, WI | Aug 2020 - Current | 3 |
| Unemployed Due To Job Displacement | Mequon, WI | Apr 2020 - Jul 2020 | < 1 |
| Wells Fargo Asset Management | Menomonee Falls, WI | Jan 2005 - Mar 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- WI
-
Total Assets Under Management9,849MILLIONS
-
Total Number of Accounts313ACCOUNTS
-
Average Account Value$31,465,629
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, IL, IN, KY, LA, MD, MI, MN, MO, NV, NY, OH, PA, TX, WI
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