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 33 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 6
Interactive Financial Advisors Oakbrook, IL Feb 2005 - Current 11
Northern Life Seattle, WA Jan 1989 - Current 27
Ely Financial Network Wytheville, VA Jan 1989 - Current 27
Virginia Retirement Specialist, Inc. Marion, VA Jan 1989 - Current 27
United Agency Advisory Corporation Of Va Wytheville, VA Jul 1985 - Current 31
Great Southern Life Dallas, VA Jan 1982 - Current 34
James Life Insurance, Inc. Wytheville, VA Jun 1977 - Current 39
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
    1,387
    MILLIONS
  • Total Number of Accounts
    21,091
    ACCOUNTS
  • Average Account Value
    $65,765
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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