Thomas Close, financial advisor Berkeley Springs WV

Thomas Close

CRD Number: 2930725
Current Firm: Avantax Advisory Services

Thomas Close (CRD# 2930725) is an Investment Advisor Representative working at Avantax Advisory Services in Berkeley Springs, WV and has over 22 years of experience in the finance industry.

Similar Advisors
Julia Connell, financial advisor Berkeley Springs WV
Julia M. Connell
CRD# 4741940
United Capital Financial Advisers
Similar Advisors
Robert Fignar, financial advisor Berkeley Springs WV
Robert J. Fignar
CRD# 3054328
Cetera Advisor Networks LLC
Similar Advisors
Frederick Hollida, financial advisor Berkeley Springs WV
Frederick M. Hollida
CRD# 4086429
Founders Financial Securities, LLC
Company Name Location Dates Years
H.d. Vest Investment Services Berkeley Springs, WV Aug 1997 - Current 22
Thomas A Close, Cpa Berkeley Springs, WV Oct 1980 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Thomas A. Close
Phone Number: 972-870-6000
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    23,360
    MILLIONS
  • Total Number of Accounts
    91,924
    ACCOUNTS
  • Average Account Value
    $254,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.