Thomas ElyCRD 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.
Roger R. Bell & Company, Inc.
Lincoln Financial Securities Corporation
Ameriprise Financial Services, Inc.
|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|
Total Assets Under Management1,532MILLIONS
Total Number of Accounts17,725ACCOUNTS
Average Account Value$86,451
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services