Tom Burchell (CRD# 5457606) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 15 years of experience in the finance industry. Tom Burchell 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.
CRD# 6319566
Artemis Financial Advisors
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | North Ridgeville, OH | Nov 2021 - Current | 1 |
| Citizens Securities, Inc. | North Ridgeville, OH | Mar 2020 - Nov 2021 | 1 |
| Unemployed | Avon, OH | Oct 2019 - Mar 2020 | < 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Sep 2019 | 1 |
| Fidelity Brokerage Services LLC | Cleveland, OH | Nov 2007 - Sep 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- CT
- DE
- FL
- MI
- NH
- NJ
- NY
- OH
- PA
- RI
- VT
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Total Assets Under Management6,960MILLIONS
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Total Number of Accounts47,802ACCOUNTS
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Average Account Value$145,605
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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