Thomas ChisholmCRD Number: 1136665
Current Firm: Gardey Financial Advisors Inc.
Thomas Chisholm (CRD# 1136665) is an Investment Advisor Representative working at Gardey Financial Advisors Inc. in Saginaw, MI and has over 34 years of experience in the finance industry. Thomas Chisholm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
|Gardey Financial Advisors LLC||Saginaw, MI||Jun 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
Total Assets Under Management172MILLIONS
Total Number of Accounts720ACCOUNTS
Average Account Value$238,297
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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