Unclaimed Profile

Thomas Mark Udall

WEST RIDGE ADVISORS, LLC·HENDERSON, Nevada

Series 65Clean record9 years registeredWEST RIDGE ADVISORS, LLC

1528 W. WARM SPRINGS RD #120, HENDERSON, NV 89014CRD# 6712358Firm CRD# 282718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Mark Udall · HENDERSON, NV

Registration

CRD #6712358 · WEST RIDGE ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

WEST RIDGE ADVISORS

Jan 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 5, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEST RIDGE ADVISORS, LLC

CRD 282718 · SEC 801-118247

AUM

$189M

Regulatory assets under management

Employees

690 client accounts

Services offered by WEST RIDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEST RIDGE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Mark Udall offer?

Thomas Mark Udall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HENDERSON, Nevada for a consultation.

What are Thomas Mark Udall's credentials?

Thomas Mark Udall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Mark Udall located?

Thomas Mark Udall is based in HENDERSON, Nevada, working with WEST RIDGE ADVISORS, LLC. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.

How does Thomas Mark Udall charge for services?

Thomas Mark Udall'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 WEST RIDGE ADVISORS, LLC?

WEST RIDGE ADVISORS, LLC has approximately 11 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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