Thomas Weed is a registered investment advisor, based in Vancouver, WA, with 17 years of industry experience.
Location
201 NE Park Plaza Dr, Suite 225, Vancouver, WA, 98684
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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 an independent insurance agent selling life, health, disability, annuities, and LTC insurance since 2018. He also donates minimal time to the Make A Wish Foundation, manages real estate through TKW Properties, LLC, and handles payroll for TEW & Associates, LLC.
Employment History
Current Registrations
Mutual Securities, INC.
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
Whitehouse Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Oneamerica Securities, INC.Broker
Transamerica Financial Advisors, INCBroker
Waddell & Reed, INC.Broker
State Registrations3 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.