Thomas Kirk (CRD# 1881285) is an Investment Advisor Representative working at Savant Wealth Management in Satellite Beach, FL and has 1 year of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 2643102
Kestra Advisory Services, LLC
CRD# 3153161
Kestra Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Savant Wealth Management | Rockford, IL | Jan 2024 - Current | < 1 |
Firstwave Financial Inc(formerly Cpa Wealth Management Services) | Satellite Beach, FL | Jan 2016 - Dec 2023 | 7 |
Firstwave Financial Inc(formerly Cpa Wealth Management Services) | Satellite Beach, FL | Nov 1995 - Dec 2023 | 28 |
Cpa Wealth Management Services | Satellite Beach, FL | Jun 2012 - Dec 2015 | 3 |
- FL
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Total Assets Under Management24,398MILLIONS
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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