Thomas Gordon Cloud
CFP®, ChFC®Professional Summary
Thomas Gordon Cloud, CFP®, ChFC®, who also goes by Thomas Gordon Cloud Jr, Tommy Cloud, is a registered financial advisor currently at THIRD ACT RETIREMENT PLANNING, INC. located in Woodstock, Georgia. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Thomas has worked at 1 firm and has passed the Series 65, Series 63, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
Specializations
Biography
We specialize in serving clients who are planning for retirement in the next 5 years or are already retired and want to transition into it in excellent health and a commitment to and relationship with the Lord so that it can be the best phase of their lives.
Other Aliases
Thomas Gordon Cloud Jr, Tommy Cloud
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVEN TWO FUND MANAGEMENT | THIRD ACT RETIREMENT PLANNING, INC. | GOLDEN RULE FINANCIAL
Contact Information
Main Address
3225 Shallowford Road Suite 330, Marietta, GA 30062Phone Number
(770) 971-2888# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
177AUM (Assets Under Management)
$30,409,148Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/4/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Mar 2000About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Gordon Cloud's CRS (Customer Relationship Summary).
Services Offered by Thomas
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
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