Thomas JacksonCRD Number: 1012134
Current Firm: Concorde Financial Resources, LLC
Thomas Jackson (CRD# 1012134) is an Investment Advisor Representative working at Concorde Financial Resources, LLC in York, SC and has over 35 years of experience in the finance industry.
Prospera Financial Services, Inc.
M Holdings Securities, Inc.
Clyde Financial Planning
|Westminster Financial Securities||Vandalia, OH||Jul 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management76MILLIONS
Total Number of Accounts240ACCOUNTS
Average Account Value$317,858
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, NC, SC