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GT

Gifford L. Tompkins

THE TIDES GROUP
LA JOLLA, CA 92037
Some features on this profile are disabled
CRD#: 1810716
GT

Professional summary


Gifford Leon Tompkins JR, who also goes by Leon Tompkins, is a registered financial advisor currently at THE TIDES GROUP located in La Jolla, California.

Gifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Gifford has worked at 3 firms and has passed the Series 65, Series 63 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Leon Tompkins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gifford Leon Tompkins JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 13, 2020 - Present

THE TIDES GROUP

Office #1: 2255 Avenida De La Playa Suite 3, La Jolla, CA 92037
RIA
CRD#: 310110
LA JOLLA, CA
Past

January 29, 1990 - March 6, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

June 20, 1988 - November 16, 1989

EASTERN POINT SECURITIES, INC.

BD
CRD#: 21921

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/13/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/7/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TT
THE TIDES GROUP
THE TIDES GROUP | TOMPKINS, JR. GIFFORD LEON

CRD#: 310110 / SEC#:

California
Registered Investment Advisory firm - (11/12/2020 Approved)
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Contact information


Main Address
2255 Avenida De La Playa Suite 3, La Jolla, CA 92037
Mailing Address
Phone number
(310) 433-7254
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 2,600,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE TIDES GROUP

CRD#: 310110La Jolla, CA 92037

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