TD
CFP
TD
CFP

Thomas Demarco

6 Years of Experience
Camas, WA
Broker

Thomas Demarco is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Camas, WA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

4333 NW Lake Rd, Camas, WA, 98607

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 Activities

Thomas owns rental real estate, dedicating minimal time to it. He also works as an associate/employee for DeMarco Financial Group, focusing on investment management for about half his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
May 2020 - November 2024 · 4 yrs 6 mos
Edward JonesBroker
March 2020 - November 2024 · 4 yrs 8 mos
State Registrations17 states
AZCACOFLGAMDMEMNNCNJNYORPATNTXVAWA
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.