Thomas GreshamCRD Number: 229641
Current Firm: Moloney Securities Asset Management LLC
Thomas Gresham (CRD# 229641) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Overland Park, KS and has over 39 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Moloney Securities Asset Management LLC||Manchester, MO||Dec 2016 - Current||5|
|Moloney Securities Company, Inc.||Manchester, MO||Jun 2012 - Current||10|
|Moloney Investment Advisory LLC||Manchester, MO||Dec 2015 - Dec 2016||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,196MILLIONS
Total Number of Accounts3,971ACCOUNTS
Average Account Value$301,142
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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