TW
TW

Thomas Craig Wilson

40 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

Dunedin, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thomas is a trustee for the Francis Masser Charitable Trust, requiring about 10-20% of his time. He is also a minority shareholder in Roy's Boys, LLC, a real estate investment company, but devotes minimal time to this activity.

Employment History
Current Registrations
Alexander Investment Services CO.
April 2022 - Present · 3 yrs 10 mos
Alexander Investment Services CO.Broker
February 1987 - Present · 39 yrs
Alexander Investment Services CO.
February 1987 - Present · 39 yrs
Previous Registrations
Olde Discount CorporationBroker
May 1985 - February 1987 · 1 yr 9 mos
State Registrations8 states
FLILINKYNCOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.