Thomas England, financial advisor Palm City FL
71 score

Thomas England

CRD Number: 1029949
Current Firm: Eagle Strategies LLC

Thomas England (CRD# 1029949) is an Investment Advisor Representative working at Eagle Strategies LLC in Palm City, FL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Palm City, FL May 2013 - Current 3
Nylife Securities LLC Sunrise, FL Jan 2013 - Current 3
New York Life Sunrise, FL Nov 2012 - Current 4
The Bridge Group Ft. Lauderdale, FL Jan 2014 - Aug 2015 1
Unemployed/retired Palm City, FL Sep 2012 - Nov 2012 < 1
Allstate Insurance Palm City, FL Jan 2011 - Sep 2012 1
Aig Sunamerica Los Angeles, CA Sep 2002 - Jan 2011 8
Sunamerica Capital New York, NY Sep 2002 - Jan 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S66 NASAA Uniform Combined State Law Examination Dec 2011
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Thomas M. England
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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