Clint Thurman, financial advisor Tyler TX
93 score

Clint Thurman

CRD Number: 4437636
Current Firm: Planmember Securities Corporation

Clint Thurman (CRD# 4437636) is an Investment Advisor Representative working at Planmember Securities Corporation in Tyler, TX and has over 15 years of experience in the finance industry.

Similar Advisors
Michael Evans, financial advisor Tyler TX
Michael W. Evans
CRD# 1014182
Legacy Group
Score
103
Similar Advisors
David Blanchard, financial advisor Tyler TX
David G. Blanchard
CRD# 23061
Voya Financial Advisors, Inc.
Score
96
Similar Advisors
Billy Braly, financial advisor Tyler TX
Billy J. Braly
CRD# 2694524
Nfp Advisor Services, LLC
Score
96
Company Name Location Dates Years
Gentry Financial Group Tyler, TX May 2015 - Current 1
Planmember Securities Corporation Carpinteria, CA Jun 2007 - Current 9
Us Retirement Partners Inc. . New Braunfels,, TX Aug 2013 - May 2015 1
Us Employee Benefits Services Group New Braunfels, TX Aug 2013 - May 2015 1
Riata Financial Services New Braunfels, TX Aug 2000 - May 2015 14
Legend Equities Corporation Palm Beach Gardens, FL Nov 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Clint M. Thurman
Phone Number: 805-684-1199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Clint Thurman and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.