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Thomas Till

29 Years of Experience
Friendswood, TX
2 DisclosuresSells Insurance

Thomas Till is a registered investment advisor at Apps Wealth Management, INC., based in Friendswood, TX, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

APPS Wealth Management does not directly manage client money. Instead, they refer clients to third-party money managers and receive a portion of the advisory fee paid to the third-party manager. You will not pay additional advisory fees to the third-party manager for these services.

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Location

214 E. Edgewood Drive, Friendswood, TX, 77546

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2021
Closed-No Action
Customer Dispute
January 2013
Settled
Other Business ActivitiesSells Insurance

Thomas is the President and an insurance agent at APPS Financial Group Inc, focusing on fixed insurance sales, dedicating about a quarter of his time. He also owns Compass Tax Solutions, Inc., a tax preparation business, spending about a quarter of his time, with minimal time spent on investment-related activities.

Employment History
Current Registrations
Apps Wealth Management, INC.
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Investment Advisors
July 2004 - July 2017 · 13 yrs
Proequities, INC.Broker
October 2000 - July 2017 · 16 yrs 9 mos
Bank United Securities CORP.Broker
August 2000 - October 2000 · 2 mos
Prime Capital Services, INC.Broker
August 1999 - September 2000 · 1 yr 1 mo
Wma Securities, INC.Broker
March 1995 - December 1996 · 1 yr 9 mos
Metlife Securities INC.Broker
February 1994 - November 1994 · 9 mos
Metropolitan Life Insurance CompanyBroker
February 1994 - November 1994 · 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.