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 29 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Securities America Advisors, Inc.||Portland, OR||Jan 2005 - Current||17|
|Securities America, Inc.||Portland, OR||Aug 1991 - Current||30|
|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 Management45,429MILLIONS
Total Number of Accounts211,800ACCOUNTS
Average Account Value$214,492
- 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)
- Educational seminars/workshops