Thomas Haggerty, financial advisor Saint Augustine FL

Thomas Haggerty

CRD Number: 4230340
Current Firm: Parable Wealth Advisors

Thomas Haggerty (CRD# 4230340) is an Investment Advisor Representative working at Parable Wealth Advisors in Saint Augustine, FL and has over 16 years of experience in the finance industry.

Similar Advisors
Catherine Stone, financial advisor Saint Augustine FL
Catherine L. Stone
CRD# 2725491
Ameriprise Financial Services, LLC
Similar Advisors
Jonathan Adamski, financial advisor Saint Augustine FL
Jonathan P. Adamski
CRD# 4687818
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Irene Adelman, financial advisor Saint Augustine FL
Irene Adelman
CRD# 5447576
Nesteggs, Inc.
Professional Designations
Company Name Location Dates Years
Parable, Llc D/b/a Parable Wealth Advisors St. Augustine, FL Jun 2019 - Current 4
Wealth Enhancement Group Jacksonville, FL Sep 2018 - May 2019 < 1
Retirement Strategies, Inc. Jacksonville, FL Jan 2014 - Aug 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
Contact Info for Thomas J. Haggerty
Phone Number: (904) 420-0008
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $599,856
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.