Thomas Pyle
Thomas Pyle is a registered investment advisor at Ibn Financial Services, INC, based in Fair Haven, VT, with 39 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M 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 | 2.00% |
Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
651 Rte 22A North, Fair Haven, VT, 05743
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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 a minority member of Medallion Jerseys LLC, a dairy farm, and the owner/agent of Pyle Agency, Inc., where he sells various insurance products. He also serves as treasurer of the Vermont Jersey Breeders Association.
Employment History
Current Registrations
Ibn Financial Services, INC.Broker
Ibn Advisory Services, INC.
Ibn Financial Services, INC
Previous Registrations
Trust Advisory Group LTD
Ages Financial Services, LTD.Broker
Securities Management & Research, INC.Broker
American Portfolios Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Mony Securities CORP.Broker
State Registrations7 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.