Thomas DavisCRD Number: 1184883
Current Firm: Valic Financial Advisors, Inc.
Thomas Davis (CRD# 1184883) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Tallahassee, FL and has over 33 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Valic Investment Services Company||Winter Park, FL||Dec 1998 - Current||18|
|The Variable Annuity Marketing Company||Tampa, FL||Sep 1997 - Current||19|
|Benefits Com. Corp./great West Life||Tallahassee, FL||Jun 1990 - Current||26|
|Benefits Corp Equities||Denver, CO||Apr 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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