Thomas Ouimette (CRD# 2009940) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 34 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 6010341
Edward Jones
CRD# 4299120
Wellspring Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cross Financial Advisory, LLC | Beaverton, OR | May 2017 - Current | 7 |
| Lpl Financial LLC | Beaverton, OR | Oct 2014 - Current | 9 |
| Morgan Stanley Smith Barney | Portland, OR | Jun 2009 - Oct 2014 | 5 |
| Morgan Stanley & Company, Incorporated | Portland, OR | Apr 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- OR
-
Total Assets Under Management346MILLIONS
-
Total Number of Accounts2,773ACCOUNTS
-
Average Account Value$124,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, FL, GA, ID, MA, MN, MT, NV, OR, TX, VA, WA
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