TW
TW

Thomas Mcateer Welsh

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
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Location

Oakton, VA

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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 ActivitiesSells Insurance

Thomas is an agent selling non-variable insurance since 2014. He is also an associate and financial advisor with Pegasus Financial Group, which is a registered investment advisor.

Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
August 2014 - Present · 11 yrs 6 mos
Pegasus Financial Group LLC
February 2012 - Present · 14 yrs
Previous Registrations
Triad Advisors, INC.Broker
September 2011 - August 2014 · 2 yrs 11 mos
State Registrations4 states
DEFLPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.