Thomas May (CRD# 6799103) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Phoenix, AZ and has over 6 years of experience in the finance industry.
CRD# 5338348
Primerica Advisors
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Of Omaha Insurance Company | Davis, CA | May 2019 - Current | 5 |
| Mutual Of Omaha Investor Services | Davis, CA | May 2019 - Current | 5 |
| Massachusetts Mutual Life Insurance Company | Sacramento, CA | May 2017 - May 2019 | 2 |
| Mml Investors Services | Sacramento, CA | May 2017 - May 2019 | 2 |
| Hanlees Auto Group | Davis, CA | Dec 2016 - May 2017 | < 1 |
| Swift Chrysler Dodge Jeep Ram Kia | Davis, CA | Feb 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- CA
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$209,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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