Thomas Ohearn Eifler

Wealthtrust Asset Management, LLC

36 Years of Experience

4 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Wealthtrust Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

250 clients

Average Client Portfolio

$732K average

Assets Under Management

$183.0M

Fee Structure

Minimum Investment:$50K

Location

101 E Park Blvd, Suite 1100, Plano, TX, 75074

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2019

Pending

Civil Bond

December 2016

Employment Separation After Allegations

December 2016

Judgment / Lien

July 2013

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Thomas is an Investment Advisor Representative with TAMP Advisory Solutions, LLC. He is also a licensed insurance agent operating under Canyon Creek Capital and associated with Advisors Excel and Peak Trust Financial Group Inc, dedicating about 10-20% of his time to insurance-related business.

Employment History

Current Registrations

Wealthtrust Asset Management, LLC

June 2018 - Present · 7 yrs 8 mos

Previous Registrations

Peak American Investment Advisors, INC.

January 2020 - May 2020 · 4 mos

Valiant Wealth Management

October 2017 - December 2018 · 1 yr 2 mos

Ic Advisory Services, INC.

June 2006 - December 2016 · 10 yrs 6 mos

The Investment Center, INC.

January 2001 - June 2006 · 5 yrs 5 mos

The Investment Center, INC.Broker

October 1999 - December 2016 · 17 yrs 2 mos

Prudential Securities IncorporatedBroker

October 1990 - November 1999 · 9 yrs 1 mo

PNC Securities CORPBroker

January 1989 - September 1990 · 1 yr 8 mos

Citizens Fidelity Capital Markets, INC.Broker

April 1988 - January 1989 · 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.