Thomas FitzgeraldCRD Number: 6003798
Current Firm: Advice And Planning Services
Thomas Fitzgerald (CRD# 6003798) is an Investment Advisor Representative working at Advice And Planning Services in Omaha, NE and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Tiaa||Omaha, NE||Sep 2015 - Current||1|
|Tiaa-cref Individual & Institutional Services, LLC||Omaha, NE||Sep 2015 - Current||1|
|Td Ameritrade||Omaha, NE||Nov 2011 - Sep 2015||3|
|Spezia Restaurant||Omaha, NE||Sep 2009 - Mar 2013||3|
|Thinktech, Inc. Subsidary Of Td Ameritrade Holding Corp.||Omaha, NE||Apr 2012 - Jul 2012||< 1|
|Bank Of The West||Omaha/ralston, NE||Jul 2010 - Oct 2011||1|
|Pf Chang's||Omaha, NE||Apr 2008 - Sep 2009||1|
|Nebraska Brewing Company||Papillion, NE||Nov 2007 - Apr 2008||< 1|
|Red Robin||Omaha, NE||May 2007 - Nov 2007||< 1|
|Hy-vee Grocery Store||Lincoln/omaha, NE||Oct 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV
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