Thomas PowersCRD Number: 1871442
Current Firm: California Financial Advisors
Thomas Powers (CRD# 1871442) is an Investment Advisor Representative working at California Financial Advisors in San Ramon, CA and has over 25 years of experience in the finance industry. Thomas Powers 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Foothill Securities, Inc.||San Ramon, CA||Aug 2014 - Current||2|
|Rental Properties||Dublin, CA||May 2011 - Current||5|
|Maloon, Powers, Pitre & Higgins, Llc Dba Cfa||San Ramon, CA||Jan 1998 - Current||19|
|Life Insurance Sales||San Ramon, CA||Jan 1989 - Current||28|
|Financial Telesis Inc.||San Ramon, CA||Jun 1998 - Aug 2014||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
|S65||NASAA Investment Advisors Law Examination||May 1992|
Total Assets Under Management943MILLIONS
Total Number of Accounts2,354ACCOUNTS
Average Account Value$400,600
- 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
AZ, CA, CO, FL, GA, HI, ID, NV, NY, OK, OR, TX, UT, VA, WA
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