Thomas Biggs (CRD# 1341020) is an Investment Advisor Representative working at Western International Securities in Roseville, CA and has over 39 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Western International Securities, Inc. | Pasadena, CA | Nov 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1985 |
S65 | NASAA Investment Advisors Law Examination | Jul 1993 |
- AZ
- CA
- HI
- MN
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Total Assets Under Management3,687MILLIONS
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Total Number of Accounts12,197ACCOUNTS
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Average Account Value$302,322
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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