TK
CFP
TK
CFP

Thomas Killingsworth

25 Years of Experience
Eagle, ID
Broker

Thomas Killingsworth is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Eagle, ID, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

729 Bridgeway Place, Eagle, ID, 83616

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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.

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Other Business Activities

Thomas is a board member and finance/investment committee member for the Idaho Community Foundation since 2016, providing general oversight of the foundation's operations and chairing the Investment Subcommittee. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2010 - November 2021 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2021 · 13 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
May 2000 - January 2008 · 7 yrs 8 mos
State Registrations18 states
AZCACOCTFLIDMNMOMTNDNENVNYORPAUTVAWA
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 Killingsworth - Financial Advisor | TrueAdvisor