Thomas Bean
Thomas Bean is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Erie, PA, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
3939 West Ridge Road, Suite A-103, Erie, PA, 16506
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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 a trustee for a trust and the owner/proprietor of Flagship Investment Group, Inc., where he supervises TPA services. He also acts as an agent for non-variable life insurance policies and spends about half his time as the owner of Flagship Investment Group, Inc.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Flagship Investment Group INC.
Hubbard, Bert Karle, Weber, INC.
Raymond James Financial Services
New England SecuritiesBroker
State Registrations24 states
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