Thomas Pazera, financial advisor Rockport TX

Thomas Pazera

CRD Number: 715494
Current Firm: Pazera Capital Management, Inc.

Thomas Pazera (CRD# 715494) is an Investment Advisor Representative working at Pazera Capital Management, Inc. in Rockport, TX and has over 43 years of experience in the finance industry. Thomas Pazera 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.

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Professional Designations
Company Name Location Dates Years
Geneos Wealth Management Inc. Rockport, TX Nov 2006 - Current 17
Pazera Capital Management Inc. Rockport, TX Jan 1984 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1980
Contact Info for Thomas J. Pazera
Phone Number: 361.790.8788
Firm Website: http://www.pazera.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $69,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

LA, TX

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