Thomas Samuelson (CRD# 2714599) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Castle Rock, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vineyard Global Advisors | Castle Rock, CO | Jul 2015 - Current | 8 |
| Tower Square Investment Management LLC | El Segundo, CA | Jun 2015 - Jul 2015 | < 1 |
| First Allied Asset Management | San Diego, CA | Oct 2010 - Jul 2015 | 4 |
| Cetera Investment Management LLC | Castle Rock, CO | Jun 2015 - Jun 2015 | < 1 |
- CA
- CO
-
Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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