![Thomas McIntire, financial advisor Irving TX](/img/ws/profile-blank-sq.png)
Thomas McIntire (CRD# 2246204) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Irving, TX and has over 31 years of experience in the finance industry. Thomas McIntire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
![John Cravens, financial advisor Irving TX](/img/ws/profile-blank-sq.png)
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
![Mark Patton, financial advisor Irving TX](/img/ws/profile-blank-sq.png)
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cadent Capital, LLC | Irving, TX | Jan 2020 - Current | 4 |
Raymond James Financial Services Advisors, Inc. | Dallas, TX | Jan 2009 - Current | 15 |
The Guardian Life Insurance Company | Dallas, TX | Jan 2001 - Current | 23 |
Raymond James Financial Services, Inc. | Dallas, TX | Jul 1993 - Current | 31 |
Edgemere On The Parkway Condominium Owners Association | Dallas, TX | Jul 2014 - Jan 2022 | 7 |
Insurance Planners & Advisors Group, Inc. | Dallas, TX | May 2016 - Oct 2021 | 5 |
The Berkshire Life Insurance Company Of America | Dallas, TX | Jan 2000 - Oct 2021 | 21 |
Insurance Designers | Dallas, TX | Jan 2000 - Oct 2021 | 21 |
Cadent Capital LLC | Dallas, TX | Jul 2011 - Dec 2019 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1992 |
S65 | NASAA Investment Advisors Law Examination | Jan 1996 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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