Edmon Tomes, financial advisor Plano TX
93 score

Edmon Tomes

CRD Number: 3181660
Current Firm: Level Four Advisory Services

Edmon Tomes (CRD# 3181660) is an Investment Advisor Representative working at Level Four Advisory Services in Plano, TX and has over 16 years of experience in the finance industry.

Similar Advisors
Ryan Kruger, CFA, financial advisor Plano TX
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Bryn Henry, financial advisor Plano TX
Bryn T. Henry
CRD# 4465166
Commonwealth Financial Network
Score
101
Similar Advisors
Prof. Dr. Geoffrey VanderPal DBA, MBA, CFP®, financial advisor Plano TX
Prof. Dr. Geoffrey A. VanderPal DBA, MBA, CFP®
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name Location Dates Years
Lpl Financial LLC Plano, TX Nov 2012 - Current 4
Lincoln Financial Securities Corporation Plano, TX Jul 2008 - Nov 2012 4
Level Four Advisory Services, LLC Plano, TX Jan 2005 - Nov 2012 7
Lf Properties, Ltd. Oak Point, TX Jul 2004 - Nov 2012 8
Level Four Group, LLC Oak Point, TX May 2000 - Nov 2012 12
Jefferson Pilot Securities Corporation Plano, TX Nov 2007 - Jul 2008 < 1
Securities America Inc. Oak Point, TX Oct 2002 - Nov 2007 5
Cambist Financial Services Amarillo, TX Jan 2003 - Jan 2007 4
Houlette & Garland Financial Services Canyon, TX Dec 2002 - Jan 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Edmon J. Tomes
Phone Number: 972-665-0878
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,313
    MILLIONS
  • Total Number of Accounts
    5,717
    ACCOUNTS
  • Average Account Value
    $229,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Edmon Tomes and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.