Thomas Bloomer is a CFP-designated registered investment advisor, based in Lutherville, MD, with 21 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Lutherville, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an officer for Phi Gamma Delta and Westwicke HOA, assisting with budget management and communication. He is also a member of the Executive Committee of CAIA Association, helping organize events. These activities take about 10-20% of his time.
Employment History
Current Registrations
Columbia Management Investment Distributors, INC.Broker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.
Previous Registrations
Clearbridge Investments, LLC
Franklin Distributors, LLCBroker
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Russell Investments
Mfs Fund Distributors, INC.Broker
AXA Distributors, LLCBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations51 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.
Exams
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