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TP
CFP
TP
CFP

Thomas Palomares

Raymond James Financial Services Advisors, INC
12 Years of Experience
Tucson, AZ
Broker
View SEC Summary
View SEC Summary

Thomas Palomares is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tucson, AZ, with 12 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7465 E Tanque Verde Rd, Tucson, AZ, 85715

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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 Civil Service Commissioner for the City of Tucson since 2019, hearing appeals from city employees. This requires minimal time each week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2026 - Present · 7 mos
Raymond James Financial Services, INC.Broker
March 2026 - Present · 7 mos
Previous Registrations
Edward Jones
March 2019 - March 2026 · 7 yrs
Edward JonesBroker
March 2019 - March 2026 · 7 yrs
AXA Advisors, LLC
October 2017 - March 2018 · 5 mos
AXA Advisors, LLCBroker
September 2017 - March 2018 · 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - September 2017 · 2 yrs 5 mos
AXA Advisors, LLCBroker
November 2013 - February 2015 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
May 2013 - October 2013 · 5 mos
State Registrations23 states
AKAZCACOFLGAIDKYMAMDMIMOMSNCNVNYOHPATNTXVAWAWI
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.
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