Thomas Ely (CRD# 1150570) is an Investment Advisor Representative working at Gwn Securities Inc. in Wytheville, VA and has over 40 years of experience in the finance industry.
CRD# 2762026
Raymond James Financial Services Advisors, Inc.
CRD# 5934327
Edward Jones
CRD# 4339995
Roger R. Bell & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens, FL | Jul 2010 - Current | 13 |
| Ely Financial Network | Wytheville, VA | Jan 1989 - Current | 35 |
| Virginia Retirement Specialist, Inc. | Wytheville, VA | Jan 1989 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- VA
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- 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)
- Market timing services
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