Thomas Wiseman, financial advisor Middleburg VA

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 Middleburg, VA and has over 38 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 10
Wiseman Wealth, LLC Winchester, VA Oct 2013 - Current 10
Lpl Financial, LLC Winchester, VA Dec 2007 - Current 16
Wiseman And Associates Financial Services, Ltd Winchester, VA Sep 1986 - Current 37
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: 540-687-7077
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $398,070
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

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