TV
Thomas G. Vendryes
EAGLE FINANCIAL ADVISORS
PLANO, TX
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CRD#: 5310114
TV
Professional summary
Thomas Gerard Vendryes, who also goes by Tom Gerard Vendryes, Tommy Gerard Vendryes, is a registered financial advisor currently at EAGLE FINANCIAL ADVISORS, LLC located in Plano, Texas.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Thomas has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tom Gerard Vendryes | Tommy Gerard Vendryes
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.
SILVER TREE FINANCIAL LLC
1508 WESTLAKE DR
PLANO, TX 75075
OWNER/PRESIDENT
PROVIDE HEALTH INSURANCE, FIXED INDEX ANNUITIES AND LIFE INSURANCE TO NON CLA CLIENTS
5 HOURS A MONTH
SANO PROPERTY HOLDING LLC
1508 WESTLAKE DRIVE
PLANO TX 75075
OWNER/PRESIDENT
RETAIN PROPERTIES FROM TIME TO TIME IN ORDER TO PURCHASE AND RE-SALE IN POSITIVE REHAB SITUATION. OPPORTUNITY BUYING
1-3 HOURS PER MONTH
CLA USA
INSURANCE SALES
EAGLE FINANCIAL GROUP
9300 WADE BLVD # 100
100 FRISCO TX 75035
INSURANCE AGENT
MARKETS AND SERVICES FIXED ANNUITIES AND FIXED LIFE INSURANCE PRODUCTS
40 HRS DURING TRADING HOURS
10 HRS OUTSIDE TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Gerard Vendryes'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
May 26, 2015 - Present
EAGLE FINANCIAL ADVISORS, LLC
RIA
CRD#: 167696
PLANO, TX
Past
December 7, 2007 - November 18, 2010
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
GRAPEVINE, TX
Past
September 24, 2007 - November 18, 2010
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
GRAPEVINE, TX
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
Louisiana(5/5/2021)
IAR
Texas(5/26/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EF
EAGLE FINANCIAL ADVISORS, LLC
CLA USA ADVISORY GROUP, LLC | EAGLE FINANCIAL ADVISORS, LLC
CRD#: 167696 / SEC#:
Arizona
Registered Investment Advisory firm - (6/16/2015 Approved)Florida
Registered Investment Advisory firm - (5/21/2014 Approved)Georgia
Registered Investment Advisory firm - (10/16/2014 Approved)Illinois
Registered Investment Advisory firm - (4/1/2015 Approved)Indiana
Registered Investment Advisory firm - (4/16/2021 Approved)Louisiana
Registered Investment Advisory firm - (10/6/2014 Approved)Michigan
Registered Investment Advisory firm - (6/11/2014 Approved)Minnesota
Registered Investment Advisory firm - (11/2/2015 Approved)Missouri
Registered Investment Advisory firm - (12/3/2014 Approved)New Jersey
Registered Investment Advisory firm - (8/31/2019 Terminated)New Mexico
Registered Investment Advisory firm - (6/5/2017 Approved)North Carolina
Registered Investment Advisory firm - (1/17/2014 Approved)Ohio
Registered Investment Advisory firm - (3/3/2014 Approved)Oklahoma
Registered Investment Advisory firm - (4/23/2014 Approved)Oregon
Registered Investment Advisory firm - (2/10/2014 Approved)Pennsylvania
Registered Investment Advisory firm - (3/13/2014 Approved)Texas
Registered Investment Advisory firm - (9/16/2013 Approved)Wisconsin
Registered Investment Advisory firm - (2/19/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9300 Wade Blvd. Suite 100, Frisco, TX 75035
Mailing Address
Phone number
(800) 994-1317
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 86,998,719 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
