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Thomas B. Alvis

ELEVATED PERFORMANCE INVESTMENT GROUP
Charlotte, NC 28277
Some features on this profile are disabled
CRD#: 6596641
TA

Professional summary

Thomas B. Alvis III, who also goes by Thomas Alvis, Tommy Alvis, is a registered financial advisor currently at ELEVATED PERFORMANCE INVESTMENT GROUP, LLC located in Charlotte, North Carolina.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Thomas has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Thomas Alvis | Tommy Alvis

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.
Elevated Financial & Tax, LLC; not investment related; Charlotte, NC; tax preparation; CEO; started 01/2015; approximately 25% of time. Foundations Investment Advisors, LLC; Scottsdale, AZ; 8/2018; refer clients for business according to solicitor's agreement. Elevated Financial & Tax Services LLC; investment related; Charlotte, NC; CEO; started 06/2020; approximately 25% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas B. Alvis 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®
None

Experience

Current

February 22, 2016 - Present

ELEVATED PERFORMANCE INVESTMENT GROUP, LLC

Office #1: 8832 Blakeney Professional Dr. Suite 301, Charlotte, NC 28277
RIA
CRD#: 171950
Charlotte, NC
Past

November 15, 2018 - March 29, 2024

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
CHARLOTTE, NC
Past

March 8, 2017 - December 20, 2023

GRADIENT INVESTMENTS, LLC

RIA
CRD#: 141726
CHARLOTTE, 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
Michigan
(2/22/2016)
IAR
North Carolina
(3/8/2017)
IAR
South Carolina
(5/9/2019)
IAR
Virginia
(10/29/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/2015
Uniform Investment Adviser Law Examination

Current Firm

EP
ELEVATED PERFORMANCE INVESTMENT GROUP, LLC
ELEVATED PERFORMANCE | ELEVEATED PERFORMANCE INVESTMENT GROUP | ELEVATED PERFORMANCE INVESTMENT GROUP, LLC | ELEVATED PERFORMANCE INVESTMENT

CRD#: 171950 / SEC#:

Michigan
Registered Investment Advisory firm - (10/28/2014 Approved)
North Carolina
Registered Investment Advisory firm - (3/8/2017 Approved)
South Carolina
Registered Investment Advisory firm - (5/9/2019 Approved)
Virginia
Registered Investment Advisory firm - (10/29/2021 Approved)
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Contact information

Main Address
8832 Blakeney Professional Dr. Suite 301, Charlotte, NC 28277
Mailing Address
Phone number
(980) 949-6011
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

ELEVATED PERFORMANCE INVESTMENT GROUP, LLC

CRD#: 171950Charlotte, NC 28277

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