Thomas ParkCRD Number: 1991223
Current Firm: Woodbury Financial Services, Inc.
Thomas Park (CRD# 1991223) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Minneapolis, MN and has over 27 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Royal Alliance Associates, Inc.
|Woodbury Financial||Roseville, MN||Feb 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 1996|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV