TC
CFP
TC
CFP

Thomas Childs

12 Years of Experience
Walpole, MA
BrokerSells Insurance

Thomas Childs is a CFP-designated registered investment advisor, based in Walpole, MA, with 12 years of industry experience.

Location

55 West Street, Suite 201, Walpole, MA, 02081

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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 owns Patriot Financial Group DBA Childs Financial Services and Childs Financial Services, spending full-time on these investment-related businesses. He also volunteers time and sells fixed insurance products, dedicating a few hours per week to each, and is secretary/treasurer for a networking group.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
December 2022 - Present · 3 yrs 5 mos
The Patriot Financial Group, LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
November 2013 - February 2022 · 8 yrs 3 mos
Securities America, INC.Broker
September 2013 - December 2022 · 9 yrs 3 mos
State Registrations10 states
CACOCTFLMAMENHNYORPA
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 Childs - Financial Advisor | TrueAdvisor