Thomas L Davila Ii Email & Phone Number
@satx.rr.com
3 phones found area 210
LinkedIn matched
Who is Thomas L Davila Ii? Overview
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Thomas L Davila Ii is listed as Senior Wealth Advisor and LPL Registered Principal at Live Oak Investors, based in Boerne, Texas, United States. AeroLeads shows a work email signal at satx.rr.com, phone signal with area code 210, and a matched LinkedIn profile for Thomas L Davila Ii.
Thomas L Davila Ii previously worked as Senior Wealth Advisor / LPL Registered Principal at Live Oak Investors and President / Wealth Manager at Live Oak Investors. Thomas L Davila Ii holds Business Management, 1999 from University Of The Incarnate Word.
Email format at Live Oak Investors
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AeroLeads found 1 current-domain work email signal for Thomas L Davila Ii. Compare company email patterns before reaching out.
About Thomas L Davila Ii
Thomas L Davila II joined Financial Resources Group Investment Services as a Business Consultant serving the Texas and Oklahoma markets. As a registered Wealth Manager, Thomas has the privilege of working with all levels of clients to serve as their single point of contact for all financial matters. Thomas uses a disciplined approach to assist clients through the development, implementation, and maintenance of their personalized investment plan. While following this approach, he has guided clients through the wealth accumulation, wealth preservation, wealth distribution, and wealth transfer phases of their lives.Thomas began his financial services career over 20 years ago at United Services Automobile Association (USAA). During his 12 years at USAA, he specialized in property and casualty insurance and investment strategies. In 2003, Thomas joined Banc One Securities / Chase Investment Services as a Financial Advisor in Scottsdale, AZ. In February of 2006, Thomas became the Investment SalesManager for the Southwest Texas / Border Market and quickly became a Top Producing Manager in 2006 and 2007. In February of 2010, Thomas left Chase Investment Services Corporation to join SWBC Investment Services, as a Financial Advisor. After 18 months at SWBC Investment Services, Thomas founded Revolution Wealth Management to focus on delivering services and strategies to his clients.Thomas is a graduate of the University of the Incarnate Word with a Bachelors of Business Administration in Management. A native of San Antonio, he is happy to reside there again with his wife Jessica and two daughters Lexi & Lola.Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Series 7, Insurance, Retirement Planning, Asset Management, and 34 others.
Thomas L Davila Ii's current company
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Thomas L Davila Ii work experience
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Senior Wealth Advisor / Lpl Registered Principal
President / Wealth Manager
We have teamed with LPL Financial to form a Wealth Management office based in San Antonio, Texas. The goal of Revolution Wealth Management is to create a client centric environment with a passion for client service, with unbiased wealth management advice. And to become the premier destination for Advisors to grow and work with other like minded financial professionals.
Business Consultant Manager
The position includes recruiting new advisors and leading the existing team to achieve the AUM and revenue goals set by the company. Other responsibilities include developing strategies to grow “same store” sales, assisting with implementation of these strategies along with various marketing campaigns and tools, while ensuring that existing customers receive excellent service.
Program Manager
Manage the day to day operations of the International Bank of Commerce Investment Services platform.
President / Wealth Advisor
We have teamed with LPL Financial, to form a Wealth Management office based in San Antonio, Texas, while also looking to open other offices in Texas. The goal with Revolution Wealth Management is to create an Advisor friendly environment with a passion for client service with unbiased wealth management advice.
Wealth Manager
Vice President - Investments
Financial Advisor
Sales & Service Rep
Thomas L Davila Ii education
Business Management, 1999
Education record
Education record
Frequently asked questions about Thomas L Davila Ii
Quick answers generated from the profile data available on this page.
What company does Thomas L Davila Ii work for?
Thomas L Davila Ii works for Live Oak Investors.
What is Thomas L Davila Ii's role at Live Oak Investors?
Thomas L Davila Ii is listed as Senior Wealth Advisor and LPL Registered Principal at Live Oak Investors.
What is Thomas L Davila Ii's email address?
AeroLeads has found 1 work email signal at @satx.rr.com for Thomas L Davila Ii at Live Oak Investors.
What is Thomas L Davila Ii's phone number?
AeroLeads has found 3 phone signal(s) with area code 210 for Thomas L Davila Ii at Live Oak Investors.
Where is Thomas L Davila Ii based?
Thomas L Davila Ii is based in Boerne, Texas, United States while working with Live Oak Investors.
What companies has Thomas L Davila Ii worked for?
Thomas L Davila Ii has worked for Live Oak Investors, Financial Resources Group Investment Services, Ibc Investment Services, Revolution Wealth Management, and Swbc Wealth Management.
How can I contact Thomas L Davila Ii?
You can use AeroLeads to view verified contact signals for Thomas L Davila Ii at Live Oak Investors, including work email, phone, and LinkedIn data when available.
What schools did Thomas L Davila Ii attend?
Thomas L Davila Ii holds Business Management, 1999 from University Of The Incarnate Word.
What skills is Thomas L Davila Ii known for?
Thomas L Davila Ii is listed with skills including Series 7, Insurance, Retirement Planning, Asset Management, Series 63, Series 24, Registered Investment Advisor, and Sales Management.
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