Avl/wealthcare, LLC (CRD# 116519) is a financial advisory firm headquartered in Gulfport, MS. They manage $122,088,640 in 281 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management122MILLION
Total Number of Accounts281ACCOUNTS
Average Account Value$434,479
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, MS, TX
Thomas Schmidt (CRD# 4061394) is an Investment Advisor Representative working at Avl/wealthcare, LLC in Gulfport, MS and has over 22 years of experience in the finance industry. Thomas Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.