Thomas Gutshall (CRD# 7698190) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has 1 year of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4740878
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Salinas, CA | Feb 2023 - Current | 1 |
| Primerica Financial Services | Salinas, CA | Jul 2022 - Current | 1 |
| Unemployed | Salinas, CA | Jun 2022 - Jul 2022 | < 1 |
| Ocean Grove Charter | Placerville, CA | Jul 2019 - May 2022 | 2 |
| Corral Market & Deli | Salinas, CA | Jul 2021 - Dec 2021 | < 1 |
| Ocean Grove Charter | Placerville, CA | Aug 2016 - Jun 2019 | 2 |
| Ocean Grove Charter | Placerville, CA | Aug 2008 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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