Thomas Wiseman, financial advisor Winchester VA
93 score

Thomas Wiseman

CRD Number: 1358050
Current Firm: Wiseman & Associates Wealth Management

Thomas Wiseman (CRD# 1358050) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Winchester, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wiseman & Associates Wealth Management Winchester, VA Oct 2013 - Current 4
Wiseman Wealth, LLC Winchester, VA Oct 2013 - Current 4
Lpl Financial, LLC Winchester, VA Dec 2007 - Current 10
Wiseman And Associates Financial Services, Ltd Winchester, VA Sep 1986 - Current 31
Lpl Financial, LLC Winchester, VA Dec 2007 - Sep 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Thomas R. Wiseman
Phone Number: 540-722-6403
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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