TR
TR

Thomas Revelle

28 Years of Experience
Pukalani, HI
BrokerSells Insurance

Thomas Revelle is a registered investment advisor, based in Pukalani, HI, with 28 years of industry experience.

Location

15 Haaheo, Pukalani, HI, 96768

Get directions

History

Regulatory History
Clean regulatory record

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 involved in several business activities, including rental property ownership, accounting services, tax preparation, and insurance sales. He dedicates nearly full-time hours to Professional Business Services, and minimal time to other activities like rental property management, insurance sales, and indexed annuity sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 1998 - September 2025 · 26 yrs 11 mos
Avantax Investment Services, INC.Broker
March 1998 - September 2025 · 27 yrs 6 mos
State Registrations2 states
HIIL
AdvisorBrokerBoth

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.
Thomas Revelle - Financial Advisor | TrueAdvisor