TP
TP

Thomas Louis Pusser

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

8100 Three Chopt Rd., Suite 104, Richmond, VA, 23229

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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 ActivitiesSells Insurance

Thomas is the president of Capital Cities Investments, an S-corp established for liability protection, dedicating minimal time. He also sells life and long-term care insurance as part of clients' financial plans, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2023 - Present · 2 yrs 3 mos
Capital Cities Investments
May 2005 - Present · 20 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
March 2005 - November 2023 · 18 yrs 8 mos
Mutual Service CorporationBroker
October 2003 - April 2005 · 1 yr 6 mos
State Registrations10 states
AZCAFLNCNYOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thomas Louis Pusser - Financial Advisor | TrueAdvisor