Thomas Beames, financial advisor Sarasota FL
96 score

Thomas Beames

CRD Number: 1943297
Current Firm: Suntrust Advisory Services, Inc.

Thomas Beames (CRD# 1943297) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Sarasota, FL and has over 26 years of experience in the finance industry. Thomas Beames 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.

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Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Apr 2014 - Current 4
Suntrust Bank Sarasota, FL Mar 2014 - Current 4
Bb&t Bank Tampa, FL May 2012 - Mar 2014 1
Bbtis Charlotte, NC May 2012 - Mar 2014 1
Bb&t Tampa, FL May 2012 - Mar 2014 1
Wells Fargo Advisors LLC Richmond, VA Oct 2010 - May 2012 1
Wachovia Bank, N.a. Richmond, VA Jul 1997 - May 2012 14
Wells Fargo Richmond, VA Jul 1997 - May 2012 14
Wells Fargo Advisors LLC Richmond, VA Mar 2009 - Sep 2009 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Jul 1996
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Thomas E. Beames
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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