James Tomik
James Tomik is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Land O Lakes, FL, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2647 Narnia Way, Suite 102-3, Land O Lakes, FL, 34638
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns JTOMIK Investment Planing Group, LLC, offering tax preparation services, dedicating minimal time. He also works as an instructor for CFP certification classes at Zahn Associates, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
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.