Thomas Velevis (CRD# 2369373) is an Investment Advisor Representative working at Dreher Financial Partners in Southern Pines, NC and has over 30 years of experience in the finance industry. Thomas Velevis 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.
CRD# 5829233
Stalwart Financial Planning
CRD# 4585083
Stifel, Nicolaus & Company, Incorporated
CRD# 4455033
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| H.s. Dreher Capital Mgt(formerly Longleaf Capital Mgt) | Southern Pines, NC | May 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management124MILLIONS
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Total Number of Accounts470ACCOUNTS
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Average Account Value$264,222
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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