Thomas Black (CRD# 2450163) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 8 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Retirement Solution Inc. | Redmond, WA | Jan 2021 - Current | 3 |
| The Retirement Solution Inc. | Redmond, WA | Aug 2015 - Current | 8 |
| Retirement Income Solutions Inc. | Redmond, WA | Aug 2015 - Dec 2017 | 2 |
| Abadan | Richland, WA | May 2004 - Jul 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CO
- TX
- WA
-
Total Assets Under Management475MILLIONS
-
Total Number of Accounts2,728ACCOUNTS
-
Average Account Value$174,216
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA
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