Thomas James Coy
Investment adviser representative at Wela Financial Advisory
12 yearsExperience
1 stateRegistered in
$657.1MFirm assets
15 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- Wela Financial AdvisoryJul 2025 to now
- Brent Forrest & Associates, L.L.C.Jun 2025 to now
- Victory Capital Management Inc.Oct 2023 to Jun 2025
- Alliancebernstein Investments, Inc.Oct 2018 to Sep 2023
- Exquisite PropertiesMay 2018 to Nov 2018
- G. H. Wealth Management, LLCFeb 2018 to May 2018
- Alamo Insurance & Wealth Management, LLCOct 2014 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wela Financial Advisory
Legal name: Brent Forrest & Associates, L.L.C.
$657.1MAssets managed
446Clients
6Advisers
15 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
- 6328608
- Firm CRD
- 126266