FIND A TMT FINANCIAL SERVICES, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 26613
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for TMT FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for TMT FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
Regulatory Event
1
FIRM INFORMATION
Established
California since 05/15/1990
Firm Type
Corporation
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| TMT FINANCIAL SERVICES LLC | SHAREHOLDER |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TMT FINANCIAL SERVICES, INC.
Lorie Chantelle Jones
IAR
CRD#: 6496668
Location:
Greenwood Village, CO 80111
Company:
TANDEM FINANCIAL, LLC
Disclosures:
Experience:
10 years
Nathan Leroy Bosek
IAR
CRD#: 5877081
BM
Brian Llewellyn Mckeighen
IAR
RR
CRD#: 5881980
Location:
West Des Moines, IA 50266
Company:
FBL WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
14 years
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