Thomas Alpin (CRD# 6659787) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sterling Heights, MI and has over 7 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers | Schaumburg, IL | Jan 2024 - Current | < 1 |
Genisys Credit Union | Pontiac, MI | Mar 2020 - Current | 4 |
Cetera Advisor Networks | El Segundo, CA | Mar 2020 - Current | 4 |
Environmental Pest Control | Oxford, MI | Jun 2019 - Jul 2021 | 2 |
Verizon Wireless | Lake Orion, MI | Sep 2019 - Jan 2020 | < 1 |
Unemployed | Lake Orion, MI | Mar 2019 - May 2019 | < 1 |
Jpmorgan Securities LLC | Waterford, MI | May 2016 - Feb 2019 | 2 |
Jpmorgan Chase Bank | Waterford, MI | May 2016 - Feb 2019 | 2 |
Ghazi Investments, Dba Tcc-troy | Troy, MI | Mar 2016 - Jun 2016 | < 1 |
Family Wireless #1, Dba Wireless Zone Hartland | Hartland, MI | Sep 2015 - Mar 2016 | < 1 |
Zach Hart Agency, Ail | Troy, MI | Jul 2015 - Sep 2015 | < 1 |
Comcast Cable Company | Sterling Heights, MI | Oct 2014 - Jun 2015 | < 1 |
Comcast Cable Co | Plymouth, MI | Sep 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2016 |
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- MI
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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