Unclaimed Profile

Thomas Raymond Platt

CONNORS INVESTOR SERVICES INC·WYOMISSING, Pennsylvania

Clean recordCONNORS INVESTOR SERVICES INC

1210 BROADCASTING ROAD, WYOMISSING, PA 19610-3213CRD# 2075737Firm CRD# 106993

Profile Verification

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

Identity

Thomas Raymond Platt · WYOMISSING, PA

Registration

CRD #2075737 · CONNORS INVESTOR SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Raymond Platt is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with CONNORS INVESTOR SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CONNORS INVESTOR SERVICES INC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONNORS INVESTOR SERVICES INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2075737

Firm CRD# 106993

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Raymond Platt offer?

Thomas Raymond Platt specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.

What are Thomas Raymond Platt's credentials?

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

Where is Thomas Raymond Platt located?

Thomas Raymond Platt is based in WYOMISSING, Pennsylvania, working with CONNORS INVESTOR SERVICES INC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.

How does Thomas Raymond Platt charge for services?

Thomas Raymond Platt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONNORS INVESTOR SERVICES INC?

CONNORS INVESTOR SERVICES INC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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