Thomas Anderton is a Managing Director at 626 Financial, a Registered Investment Advisor, 626 Financial Chief Compliance Officer, and he holds the CERTIFIED FINANCIAL PLANNER™ https://www.cfp.net/ designation.
Leveraging his education, experience, and community, he has developed many innovative and personalized approaches to advising affluent families on their complex financial situations.
Thomas joined his cousin Brant at 626 Financial in February 2018. Before joining 626, Tom was an Executive Director at Oppenheimer and Co., Inc., where he started his career in 2006. He graduated Summa Cum Laude with a Bachelor of Science degree in Business Administration from the University of Florida. While working full time, he graduated with an MBA from the Booth School of Business at the University of Chicago. Tom holds a Series 65 Investment Advisor Representative license, as well as life and health insurance licenses.
Tom, his wife Rachel, and two young daughters live in Texas Corners, close to the 626 Financial offices.
Thomas Anderton is a Managing Director at 626 Financial, a Registered Investment Advisor, 626 Financial Chief Compliance Officer, and he holds the CERTIFIED FINANCIAL PLANNER™ https://www.cfp.net/ designation.
Leveraging his education, experience, and community, he has developed many innovative and personalized approaches to advising affluent families on their complex financial situations.
Thomas joined his cousin Brant at 626 Financial in February 2018. Before joining 626, Tom was an Executive Director at Oppenheimer and Co., Inc., where he started his career in 2006. He graduated Summa Cum Laude with a Bachelor of Science degree in Business Administration from the University of Florida. While working full time, he graduated with an MBA from the Booth School of Business at the University of Chicago. Tom holds a Series 65 Investment Advisor Representative license, as well as life and health insurance licenses.
Thomas Anderton is a Managing Director at 626 Financial, a Registered Investment Advisor, 626 Financial Chief Compliance Officer, and he holds the CERTIFIED FINANCIAL PLANNER™ https://www.cfp.net/ designation.
Leveraging his education, experience, and community, he has developed many innovative and personalized approaches to advising affluent families on their complex financial situations.
Thomas joined his cousin Brant at 626 Financial in February 2018. Before joining 626, Tom was an Executive Director at Oppenheimer and Co., Inc., where he started his career in 2006. He graduated Summa Cum Laude with a Bachelor of Science degree in Business Administration from the University of Florida. While working full time, he graduated with an MBA from the Booth School of Business at the University of Chicago. Tom holds a Series 65 Investment Advisor Representative license, as well as life and health insurance licenses.
Thomas Anderton is a Managing Director at 626 Financial, a Registered Investment Advisor, 626 Financial Chief Compliance Officer, and he holds the CERTIFIED FINANCIAL PLANNER™ https://www.cfp.net/ designation.
Leveraging his education, experience, and community, he has developed many innovative and personalized approaches to advising affluent families on their complex financial situations.
Thomas joined his cousin Brant at 626 Financial in February 2018. Before joining 626, Tom was an Executive Director at Oppenheimer and Co., Inc., where he started his career in 2006. He graduated Summa Cum Laude with a Bachelor of Science degree in Business Administration from the University of Florida. While working full time, he graduated with an MBA from the Booth School of Business at the University of Chicago. Tom holds a Series 65 Investment Advisor Representative license, as well as life and health insurance licenses.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.