Thomas Ely
Thomas Ely is a ChFC-designated registered investment advisor at Planmember Securities Corporation, based in Wytheville, VA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
580 W. Main Street, Wytheville, VA, 24382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the President of Virginia Retirement Specialists, Inc. focusing on securities and insurance sales, and President/Agent of Ely Financial Network, focusing on fixed health and insurance sales, dedicating about half his time to each. He also manages Educators Tax Service and Ely Properties, spending minimal time on these activities.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Interactive Financial Advisors
Great American Advisors, INC.Broker
Pmg Asset Management INC
Pmg Securities Corporation
Pmg Asset Management INC
Pmg Securities CorporationBroker
Washington Square Securities, INC.Broker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
Source Securities, INC.Broker
Securities Network, INC.Broker
Uan Investment CORP.Broker
Financial Network Investment CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.