TE
Thomas O. Eifler
WEALTHTRUST ASSET MANAGEMENT
Plano, TX 75074
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CRD#: 1817915
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Professional summary
Thomas Ohearn Eifler JR is a registered financial advisor currently at WEALTHTRUST ASSET MANAGEMENT, LLC located in Plano, Texas.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Thomas has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
06/2018 - PRESENT-TAMP ADVISORY SOLUTIONS, LLC- INVESTMENT ADVISOR REPRESENTATIVE. 08/2019 - Canyon Creek Capital, LLC, licensed Insurance Agency with State of Texas, Mr. Eifler does not hold direct membership in this LLC entity but is a licensed insurance agent under this Agency. Mr. Eifler operates under the name of Canyon Creek Capital as an IAR of TAMP Advisory Solutions, LLC. Canyon Creek Capital is also used for Insurance related business. 09/2010 -Advisors Excel, Topeka, KS - Position: Insurance Agent. 11/2019 -Peak Trust Financial Group Inc. 2800 North Dallas Pkwy, Plano, TX 75093 Position: Insurance Agent. 20 hours a month on all insurance related business, receives compensation. 11/2019 - PTF Investment Advisors, Inc, 2800 North Dallas Pkwy, Plano, TX 75093 Investment Adviser Representative, 20 hours a month, receives compensation, investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Ohearn Eifler 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®
NoneExperience
Current
June 28, 2018 - Present
WEALTHTRUST ASSET MANAGEMENT, LLC
Office #1: 101 E Park Blvd Suite 1100, Plano, TX 75074RIA
CRD#: 174901
Plano, TX
Past
January 13, 2020 - May 7, 2020
PEAK AMERICAN INVESTMENT ADVISORS, INC.
RIA
CRD#: 145056
PLANO, TX
Past
October 23, 2017 - December 31, 2018
VALIANT WEALTH MANAGEMENT
RIA
CRD#: 288262
PLANO, TX
Past
June 2, 2006 - December 31, 2016
IC ADVISORY SERVICES, INC.
RIA
CRD#: 140190
BEDMINSTER, NJ
Past
January 8, 2001 - June 2, 2006
THE INVESTMENT CENTER, INC.
RIA
CRD#: 17839
PLANO, TX
Past
October 26, 1999 - December 31, 2016
THE INVESTMENT CENTER, INC.
BD
CRD#: 17839
PLANO, TX
Past
October 2, 1990 - November 2, 1999
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
January 3, 1989 - September 25, 1990
PNC CAPITAL MARKETS LLC
BD
CRD#: 15647
PITTSBURGH, PA
Past
April 20, 1988 - January 3, 1989
CITIZENS FIDELITY CAPITAL MARKETS, INC.
BD
CRD#: 17625
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHTRUST ASSET MANAGEMENT, LLC
925 ADVISORY | WEEMS WEALTH MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT | WEALTHTRUST ADVISORS | WEALTHPOINT INVESTMENTS, LLC | VALIANT WEALTH MANAGEMENT | TAMP ADVISORY SOLUTIONS, LLC | TAMP ADVISORY SOLUTIONS | PRIDE FINANCIAL ADVISORS | DUNCAN MCHUGH INVESTMENTS | CANYON CREEK CAPITAL LLC
CRD#: 174901 / SEC#: 801-80938
RIA
Registered Investment Advisory firm - (2/3/2015 Approved)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
Texas(6/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WA
WEALTHTRUST ASSET MANAGEMENT, LLC
925 ADVISORY | WEEMS WEALTH MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT | WEALTHTRUST ADVISORS | WEALTHPOINT INVESTMENTS, LLC | VALIANT WEALTH MANAGEMENT | TAMP ADVISORY SOLUTIONS, LLC | TAMP ADVISORY SOLUTIONS | PRIDE FINANCIAL ADVISORS | DUNCAN MCHUGH INVESTMENTS | CANYON CREEK CAPITAL LLC
CRD#: 174901 / SEC#: 801-80938
RIA
Registered Investment Advisory firm - (2/3/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4458 Legendary Dr. Suite 140, Destin, FL 32541
Mailing Address
Phone number
(850) 460-8444
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 565 |
| AUM (Assets Under Management) | $ 182,970,058 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
