TG
ChFC
TG
ChFC
Thomas Goins
36 Years of Experience
Walnut Creek, CA
1 DisclosureBrokerSells Insurance
Thomas Goins is a ChFC-designated registered investment advisor, based in Walnut Creek, CA, with 36 years of industry experience.
Location
1255 Treat Blvd. Suite 300, Walnut Creek, CA, 94597
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Regulatory History (1)
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Judgment / Lien
May 2015Other Business ActivitiesSells Insurance
Thomas is an advisory representative of an RIA called CIRA, spending nearly full-time on this role. He is also an agent for Dennis Goins, and an owner of Dennis Goins & Associates, and an IAR for Dennis Goins & Associates, spending about 10-20% of his time on the owner role and a few hours per week on the agent role, and nearly full-time on the IAR role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2023 - Present · 2 yrs 5 mos
Cambridge Investment Research, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Cambridge Investment Research, INC.
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
The Investment Center, INC.Broker
October 2020 - December 2023 · 3 yrs 2 mos
Ic Advisory Services, INC.
October 2020 - December 2023 · 3 yrs 2 mos
H. Beck, INC.Broker
May 2013 - October 2020 · 7 yrs 5 mos
H. Beck, INC.
May 2013 - October 2020 · 7 yrs 5 mos
Walnut Street Securities, INC.
October 2004 - May 2013 · 8 yrs 7 mos
Walnut Street Advisers INC
February 2001 - November 2006 · 5 yrs 9 mos
Walnut Street Securities, INC.Broker
May 1993 - May 2013 · 20 yrs
The Equitable Life Assurance Society of the United StatesBroker
October 1989 - April 1993 · 3 yrs 6 mos
Equico Securities, INC.Broker
October 1989 - April 1993 · 3 yrs 6 mos
State Registrations7 states
AZCADCNMOHTNTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.