Thomas Forsythe, financial advisor Oro Valley AZ
93 score

Thomas Forsythe

CRD Number: 5278476
Current Firm: Cambridge Investment Research Advisors, Inc.

Thomas Forsythe (CRD# 5278476) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oro Valley, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2014 - Current 2
Acsia Long Term Care, Inc. Tucson, AZ Feb 2010 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Jul 2009 - Current 7
Lof Lopez & Associates, LLC Tucson, AZ Jul 2009 - Current 7
Genworth Financial Tucson, AZ Apr 2005 - Feb 2010 4
Ing Financial Partners Tucson, AZ Jan 2007 - Jul 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Thomas A. Forsythe
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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