Clint Thurman (CRD# 4437636) is an Investment Advisor Representative working at Planmember Securities Corporation in Tyler, TX and has over 22 years of experience in the finance industry.
CRD# 5847302
Edward Jones
CRD# 4197193
Raymond James Financial Services Advisors, Inc.
CRD# 1873198
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gentry Financial Group | Tyler, TX | May 2015 - Current | 8 |
| Planmember Securities Corporation | Carpinteria, CA | Jun 2007 - Current | 16 |
| Us Retirement Partners Inc. | . New Braunfels,, TX | Aug 2013 - May 2015 | 1 |
| Us Employee Benefits Services Group | New Braunfels, TX | Aug 2013 - May 2015 | 1 |
| Riata Financial Services | New Braunfels, TX | Aug 2000 - May 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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