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TC

Thomas J. Cama

LIFEPLAN WEALTH MANAGEMENT GROUP LLC
Branford, CT
Some features on this profile are disabled
CRD#: 4557306
TC

Professional summary

Thomas John Cama is a registered financial advisor currently at LIFEPLAN WEALTH MANAGEMENT GROUP LLC located in Branford, Connecticut and PARKOUR CAPITAL LTD. located in Branford, Connecticut.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Thomas has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
CHARGE+ZONE INC.; NOT INVESTMENT RELATED; 24 LOMARTRA LANE, BRANFORD, CONNECTICUT 06405; AUTOMOBILE CHARGING STATIONS; OFFICER AND SHAREHOLDER; START DATE AUGUST 1, 2023; 10 HOURS PER MONTH DURING TRADING HOURS; MANAGE THE BUSINESS. Adriatic Capital, 24 LOMARTRA LANE, BRANFORD, CONNECTICUT 06405, Member, 04/08/2021, zero hours, ownership of inactive LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas John Cama'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

August 23, 2021 - Present

LIFEPLAN WEALTH MANAGEMENT GROUP LLC

RIA
CRD#: 313899
Branford, CT
Current

August 30, 2024 - Present

PARKOUR CAPITAL LTD.

RIA
CRD#: 330497
BRANFORD, CT
Past

January 4, 2019 - August 23, 2021

VERITY INVESTMENTS, INC.

BD
CRD#: 41527
New Haven, CT
Past

January 2, 2019 - August 23, 2021

VERITY ASSET MANAGEMENT

RIA
CRD#: 158667
BRANFORD, CT
Past

September 24, 2018 - December 27, 2018

SIEBERT ADVISORNXT, LLC.

RIA
CRD#: 288572
jersey city, NJ
Past

September 20, 2018 - December 27, 2018

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
Jersey City, NJ
Past

June 10, 2011 - September 21, 2018

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
NEW HAVEN, CT
Past

June 10, 2011 - September 21, 2018

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
NEW HAVEN, CT
Past

May 5, 2010 - June 2, 2011

INVESTMENT ADVISORS CORP

RIA
CRD#: 117531
NORTH HAVEN, CT
Past

May 5, 2010 - June 2, 2011

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
NORTH HAVEN, CT
Past

March 14, 2008 - May 14, 2010

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
EAST HAVEN, CT
Past

March 14, 2008 - May 14, 2010

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
EAST HAVEN, CT
Past

August 27, 2007 - March 11, 2008

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
ORANGE, CT
Past

August 27, 2007 - March 11, 2008

BANCNORTH INVESTMENT GROUP, INC.

BD
CRD#: 31299
ORANGE, CT
Past

January 18, 2007 - August 21, 2007

HARVEST CAPITAL ADVISORS, LLC

RIA
CRD#: 125920
NEW HAVEN, CT
Past

January 3, 2006 - August 21, 2007

HARVEST CAPITAL LLC

BD
CRD#: 35723
WETHERSFIELD, CT
Past

August 14, 2002 - July 19, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 14, 2002 - July 19, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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
Connecticut
(8/23/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/5/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/13/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LW
LIFEPLAN WEALTH MANAGEMENT GROUP LLC
LIFEPLAN WEALTH MANAGEMENT GROUP LLC

CRD#: 313899 / SEC#:

Connecticut
Registered Investment Advisory firm - (8/23/2021 Approved)
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Contact information

Main Address
Branford, CT
Mailing Address
Phone number
(203) 824-2022
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

LIFEPLAN WEALTH MANAGEMENT GROUP LLC

CRD#: 313899Branford, CT

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