Thomas Anthony Gore
Investment adviser representative at Keen Capital, Ltd
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$179.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Keen Capital, LtdJul 2024 to now
- Core Advisors, Ltd.Aug 2007 to now
- Lifemark Securities Corp.Aug 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Keen Capital, Ltd
$179.7MAssets managed
113Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4261918
- Firm CRD
- 145023