Thomas Neely (CRD# 2808424) is an Investment Advisor Representative working at Island Asset Management, LLC in Saint Simons Island, GA and has over 27 years of experience in the finance industry.
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
CRD# 6300746
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Island Asset Management, LLC | Saint Simon Island, GA | May 2021 - Current | 3 |
| Tnb Financial Services, Inc. | Saint Simons Island, GA | Aug 2015 - Current | 8 |
| Wilmer Plantation, LLC | Saint Simons Island, GA | Jan 2000 - Current | 24 |
| Thomas T Neely Family, Lllp | Saint Simons Island, GA | Jan 1997 - Current | 27 |
| Ameriprise Financial Services, Inc. | St Simons Island, GA | Sep 2018 - Apr 2019 | < 1 |
| Investment Professionals, Inc. | Saint Simons Island, GA | Aug 2015 - Sep 2018 | 3 |
| Synovus Securities, Inc. | Columbus, GA | Jul 2010 - Aug 2015 | 5 |
| Coastal Bank Of Georgia A Division Of Synovus Bank | St. Simons Island, GA | Jul 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- GA
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$429,060
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
GA
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