Thomas MarkhamCRD Number: 1200247
Current Firm: Securities America Advisors, Inc.
Thomas Markham (CRD# 1200247) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Portland, OR and has over 25 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Securities America Advisors, Inc.||Portland, OR||Jan 2005 - Current||12|
|Securities America, Inc.||Portland, OR||Aug 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1992|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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