Thomas Kerley (CRD# 6232054) is an Investment Advisor Representative working at Pleroma Investment Corporation in San Diego, CA and has over 4 years of experience in the finance industry.
CRD# 5854571
Edward Jones
Score
100
CRD# 4903966
Western Wealth Management LLC
Score
96
CRD# 4606674
1st Financial Planning Group, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pleroma Investment Corporation | San Diego, CA | Jun 2016 - Current | 1 |
| Wells Fargo Advisors, LLC | San Diego, CA | Jul 2013 - Jul 2016 | 3 |
| United States Marine Corps | San Diego, CA | May 1993 - Oct 2013 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CA
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$250,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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