Thomas William Anderton
Investment adviser representative at 626 Financial, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$379.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- 626 Financial, LLCMar 2021 to now
- LPL Financial LLCFeb 2018 to Sep 2021
- Oppenheimer & CoMay 2006 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MI).
626 Financial, LLC
$379.6MAssets managed
451Clients
5Advisers
5 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
- 4972508
- Firm CRD
- 306474