Thomas Bakamus is a registered investment advisor, based in Alpharetta, GA, with 15 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 provides investment advisory services through Merit Financial Group. He also provides insurance advice as an insurance agent, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 11 mos
Merit Financial Advisors
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Triad Investment Management
May 2021 - October 2022 · 1 yr 5 mos
LPL Financial LLCBroker
May 2021 - August 2024 · 3 yrs 3 mos
Build Asset Management
March 2020 - March 2021 · 1 yr
Umpqua Investments, INC.
March 2019 - January 2020 · 10 mos
Umpqua Investments, INC.Broker
March 2019 - January 2020 · 10 mos
Russell Investments
April 2014 - March 2019 · 4 yrs 11 mos
Russell Investments Financial Services, LLCBroker
April 2014 - March 2019 · 4 yrs 11 mos
Sharebuilder Advisors, LLC
July 2011 - April 2014 · 2 yrs 9 mos
Capital One Sharebuilder, INC.Broker
August 2010 - April 2014 · 3 yrs 8 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.