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Thomas James Ealy

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.·WEST PALM BEACH, Florida
Series 24Series 7Series 65Series 63SIELicensed in 26 states
Unclaimed Profile
340 COLUMBIA TURNPIKE, WEST PALM BEACH, FL 33409CRD# 863042Firm CRD# 126411
01

About

Thomas James Ealy is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
AUM
$126M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 863042
Firm CRD# 126411
135 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas James Ealy offer?
Thomas James Ealy specializes in Financial Planning, Investment Management. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Thomas James Ealy's credentials?
Thomas James Ealy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas James Ealy located?
Thomas James Ealy is based in WEST PALM BEACH, Florida, working with FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Thomas James Ealy charge for services?
Thomas James Ealy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.?
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. has approximately 2 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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