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TS

Thomas E. Sikes

WANDERWEALTH
Hillsoborough, NC
Some features on this profile are disabled
CRD#: 4651617
TS

Professional summary

Thomas Edward Sikes III, CFP® is a registered financial advisor currently at WANDERWEALTH INC. located in Hillsoborough, North Carolina.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Thomas has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 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.
Traveltirement LLC is an education and media business. This is an online business that focuses on buying property, long term travel, and planning retirement to Italy or France. While the business may educate and consult on financial planning topics like Social Security, budgeting, estate planning, cash flow, and overall asset allocation, no advice is given with regard to securities. For that a person would need to become a client of WanderWealth Inc., a Registered Investment Adviser registered in NC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Edward Sikes III'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

October 2, 2006 - Present

WANDERWEALTH INC.

RIA
CRD#: 141509
Hillsoborough, NC
Past

June 3, 2003 - August 16, 2006

EDWARD JONES

BD
CRD#: 250
HILLSBOROUGH, NC

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
North Carolina
(10/2/2006)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/5/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/5/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2003
General Securities Representative Examination

Current Firm

WI
WANDERWEALTH INC.
SIKES CAPITAL, INC. | WANDERWEALTH INC. | TS FINANCIAL, INC. | TRAVELTIREMENT LLC

CRD#: 141509 / SEC#:

North Carolina
Registered Investment Advisory firm - (10/2/2006 Approved)
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Contact information

Main Address
Hillsborough, NC
Mailing Address
Phone number
(919) 280-1560
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts21
AUM (Assets Under Management)$ 5,389,282

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

WANDERWEALTH INC.

CRD#: 141509Hillsoborough, NC

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