Thomas Ely, financial advisor Wytheville VA
96 score

Thomas Ely

CRD Number: 1150570
Current Firm: Gwn Securities Inc.

Thomas Ely (CRD# 1150570) is an Investment Advisor Representative working at Gwn Securities Inc. in Wytheville, VA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Jul 2010 - Current 7
Interactive Financial Advisors Oakbrook, IL Feb 2005 - Current 13
Northern Life Seattle, WA Jan 1989 - Current 29
Ely Financial Network Wytheville, VA Jan 1989 - Current 29
Virginia Retirement Specialist, Inc. Marion, VA Jan 1989 - Current 29
United Agency Advisory Corporation Of Va Wytheville, VA Jul 1985 - Current 32
Great Southern Life Dallas, VA Jan 1982 - Current 36
James Life Insurance, Inc. Wytheville, VA Jun 1977 - Current 40
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Jul 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Thomas A. Ely
Phone Number: 561-472-2700
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)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


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

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