TU
TU
Thomas Udovich
31 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
Thomas Udovich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Beach Gardens, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
3601 Pga Blvd, Suite 301, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2014Settled
Other Business Activities
Thomas is a partner and financial advisor at Acadium Financial Partners since 2019. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2019 - Present · 7 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2019 - Present · 7 yrs 4 mos
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - May 2019 · 2 yrs 9 mos
Suntrust Investment Services, INC.
April 2005 - December 2016 · 11 yrs 8 mos
Suntrust Investment Services, INC.Broker
November 2004 - May 2019 · 14 yrs 6 mos
Morgan Keegan & Company, INC.
July 2004 - November 2004 · 4 mos
Morgan Keegan & Company, INC.Broker
July 2004 - November 2004 · 4 mos
Union Planters Investment Advisors, INC.
June 2003 - August 2004 · 1 yr 2 mos
Pfic Securities CorporationBroker
May 2003 - August 2004 · 1 yr 3 mos
Quick & Reilly, INC.
September 2001 - May 2003 · 1 yr 8 mos
Quick & Reilly, INC.Broker
September 2001 - May 2003 · 1 yr 8 mos
TD Waterhouse Investor Services, INC.Broker
July 1994 - September 2001 · 7 yrs 2 mos
State Registrations32 states
ALCACOCTDEFLGAILINLAMAMDMEMIMNMOMSNCNENHNJNVNYOHOKORPASCTNTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.