Thomas Pyle (CRD# 1524442) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Fair Haven, VT and has over 34 years of experience in the finance industry.
CRD# 1579811
Ubs Financial Services Inc.
CRD# 6563579
Edward Jones
CRD# 1137908
Archetype Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ibn Financial Services, Inc. | Liverpool, NY | Apr 2024 - Current | < 1 |
| Advisory Group Equity Services Ltd | Reading, MA | Jan 2008 - Current | 16 |
| American National Insurance | Perkinsville, VT | Oct 2001 - Current | 22 |
| Farm Family Insurance | Rutland, VT | Apr 1997 - Current | 27 |
| The Guardian Life Insurance Co Of Americ | New York, NY | Aug 1987 - Current | 36 |
| Pyle Agency | Perkinsville, VT | Oct 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- MD
- NY
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts830ACCOUNTS
-
Average Account Value$196,459
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA
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