TT
CFP
TT
CFP

Thomas Taranto

16 Years of Experience
Canfield, OH
BrokerSells Insurance

Thomas Taranto is a CFP-designated registered investment advisor, based in Canfield, OH, with 16 years of industry experience.

Location

6603 Summit Drive, Canfield, OH, 44406

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 a Senior Financial Advisor at HBKS Wealth Advisors, dedicating full-time hours to this role. He also works as an Insurance Agent at HBK Sorce Insurance, LLC and provides insurance advice through Fixed Insurance/Annuity and PKSF, spending a few hours per week on these insurance-related activities.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2023 - Present · 3 yrs 4 mos
Hbks Wealth Advisors
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2011 - January 2021 · 9 yrs 11 mos
Edward Jones
March 2008 - September 2009 · 1 yr 6 mos
Edward JonesBroker
February 2008 - September 2009 · 1 yr 7 mos
State Registrations15 states
ARCADCFLGAILMDNCNVNYOHPATXVAWA
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 Taranto - Financial Advisor | TrueAdvisor