TP
TP

Thomas Daniel Padilla

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

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 dually registered as an Investment Advisor Representative with two firms. He also owns rental property, dedicating minimal time to rent collection, maintenance, marketing, and property management.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
November 2022 - Present · 3 yrs 3 mos
Tp Investment Advisory Services, LLC
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Financial Telesis, INC.
May 2012 - September 2014 · 2 yrs 4 mos
Wells Fargo Advisors, LLC
July 2001 - May 2011 · 9 yrs 10 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Thomas Daniel Padilla - Financial Advisor | TrueAdvisor