Thomas Cantrell (CRD# 4545913) is an Investment Advisor Representative working at The Retirement Specialist Of Central Ohio in Newark, OH and has over 21 years of experience in the finance industry.
CRD# 5323375
Lion Street Advisors, LLC
CRD# 1912843
Wells Fargo Advisors
CRD# 2837586
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
The Retirement Specialist Of Central Ohio | Newark, OH | Dec 2014 - Current | 9 |
Share 1, LLC | Newark, OH | May 2013 - Current | 11 |
Advanced Planning Capital | New York, NY | Jan 2010 - Current | 14 |
Senior Services Lake And Cook Co | Newark, OH | Jun 1999 - Current | 24 |
Self Employed | Palantine, IL | Jan 1999 - Current | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2002 |
S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH, TN
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