Thomas BevirtCRD Number: 1403206
Current Firm: Wells Fargo Advisors, LLC
Thomas Bevirt (CRD# 1403206) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Waukesha, WI and has over 32 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Wells Fargo Advisors LLC||Franklin, WI||May 2009 - Current||8|
|Wachovia Securities, LLC||Milwaukee, WI||Jul 2008 - May 2009||< 1|
|Ubs Financial Services Inc.||Milwaukee, WI||Aug 2006 - Jul 2008||1|
|Piper Jaffray Inc.||Milwaukee, WI||Aug 1996 - Aug 2006||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV