Thomas Eifler (CRD# 1817915) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Plano, TX and has over 36 years of experience in the finance industry.
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4361189
Momentum Independent Network Inc.
CRD# 5887508
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Trust Financial Group Inc. | Plano, TX | Nov 2019 - Current | 4 |
| Ptf Investment Advisors, Inc. | Plano, TX | Nov 2019 - Current | 4 |
| Canyon Creek Capital LLC | Plano, TX | Aug 2019 - Current | 4 |
| Tamp Advisory Solutions LLC | Destin, FL | Jun 2018 - Current | 5 |
| Advisors Excel | Topeka, KS | Sep 2010 - Current | 13 |
| Valiant Wealth Management, LLC | Plano, TX | Apr 2019 - Aug 2019 | < 1 |
| Valiant Wealth Management | Plano, TX | Feb 2017 - Apr 2019 | 2 |
| Valiant Wealth Management | Plano, TX | Oct 2017 - Dec 2018 | 1 |
| Uber | Plano, TX | Oct 2017 - Dec 2017 | < 1 |
| Eifler Group Lone Star | Plano, TX | Sep 2013 - Feb 2017 | 3 |
| Ic Advisory Services, Inc. | Plano, TX | Jun 2006 - Dec 2016 | 10 |
| The Investment Center, Inc. | Plano, TX | Oct 1999 - Dec 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management180MILLIONS
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Total Number of Accounts657ACCOUNTS
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Average Account Value$273,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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