
Thomas Hannon (CRD# 6571680) is an Investment Advisor Representative working at Pine Forest Wealth Management in The Woodlands, TX and has over 7 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Pine Forest Wealth Management, LLC | The Woodlands, TX | Jan 2022 - Current | 1 |
Self-employed; Financial Services | Miami, FL | Jan 2019 - Current | 4 |
Ladin Financial Group | Coral Gables, FL | Sep 2018 - Jan 2019 | < 1 |
Argaman Communications | Miami, FL | Jul 2017 - Sep 2018 | 1 |
Insight Securities, Inc. | Highland Park, IL | Oct 2015 - Jul 2017 | 1 |
International Planning Group | Miami, FL | Jul 2011 - Jul 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2016 |
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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