Thomas Balis (CRD# 4626837) is an Investment Advisor Representative working at Cornerstone Portfolio Research in Chester Springs, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Porfolio Research | Chester Springs, PA | Jul 2021 - Current | 2 |
| Cornerstone Portfolio Research | Chester Springs, PA | Dec 2020 - Current | 3 |
| Unemployed | Chester Springs, PA | Jun 2020 - Dec 2020 | < 1 |
| Hoover Financial Advisors | Malvern, PA | Jun 2015 - Jun 2020 | 5 |
| Unemployed | Chester Springs, PA | Jun 2014 - Jun 2015 | 1 |
| H&r Block | Orlando, FL | Sep 2013 - Jun 2014 | < 1 |
- PA
-
Total Assets Under Management1,352MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$337,906,155
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CO, FL, MN, PA, TX
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 derived from SEC.gov data covering 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.
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.