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@lpl.com
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2 phones found area 619
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Thomas A. Trax, Aams® is listed as President, Trax Wealth Management at Trax Wealth Management, Inc., based in San Diego, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 619, and a matched LinkedIn profile for Thomas A. Trax, Aams®.
Thomas A. Trax, Aams® previously worked as President, Wealth Manager at Trax Wealth Management, Inc. and President at Hillside Professional Center Association. Thomas A. Trax, Aams® holds Bachelor Of Science (B.S.), Finance, Real Estate, & Law from California State Polytechnic University-Pomona.
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AeroLeads found 1 current-domain work email signal for Thomas A. Trax, Aams®. Compare company email patterns before reaching out.
Thomas Trax, AAMS® is the Founder and Wealth Manager of Trax Wealth Management. This proud San Diego Native & Cal Poly Pomona Alum earned a Bachelor of Science in Finance, Real Estate, and Law. Now, going on 30 years of service as a Registered Securities Professional with an Accredited Asset Management Specialist designation. Tom serves transnational clientele with a holistic approach from pursuing retirement, structuring businesses, to forging a legacy with estate planning. Tom prides himself on being active in his community through leadership roles & philanthropy. He was recently recognized in San Diego Magazine as a Five Star Wealth Manager Award recipient for the ninth time. Tom is also a recipient of the LPL Financial Patriot Club Award, presented to less than 7% of the firm’s more than 19,000 advisors nationwide. He sits on the board of Hillside Professional Association where he recently was voted Vice President. Tom also donates to the Assistance League of San Diego, funds go to community programs with core values in commitment, leadership, ethics, accountability, and respect. In Tom’s free time he enjoys spending time with his son, Ryan, their hobbies include running, traveling, scuba diving, and anything on a boat.Tom Trax is a registered representative with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA/SIPC please refer to contact info above. Third party posts found on this profile do not reflect the views 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 Estate Planning, 401K'S, Retirement Planning, Financial Planning, and 18 others.
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Trax Wealth Management believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with tax mitigation strategies, investment planning, retirement planning, insurance planning, education planning, and estate planning. CA Insurance Lic#0829479.
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Thomas A. Trax, Aams® works for Trax Wealth Management, Inc..
Thomas A. Trax, Aams® is listed as President, Trax Wealth Management at Trax Wealth Management, Inc..
AeroLeads has found 1 work email signal at @lpl.com for Thomas A. Trax, Aams® at Trax Wealth Management, Inc..
AeroLeads has found 2 phone signal(s) with area code 619 for Thomas A. Trax, Aams® at Trax Wealth Management, Inc..
Thomas A. Trax, Aams® is based in San Diego, California, United States while working with Trax Wealth Management, Inc..
Thomas A. Trax, Aams® has worked for Trax Wealth Management, Inc., Hillside Professional Center Association, Westfin Securities Corporation, and Us Life Equity Sales Corporation.
You can use AeroLeads to view verified contact signals for Thomas A. Trax, Aams® at Trax Wealth Management, Inc., including work email, phone, and LinkedIn data when available.
Thomas A. Trax, Aams® holds Bachelor Of Science (B.S.), Finance, Real Estate, & Law from California State Polytechnic University-Pomona.
Thomas A. Trax, Aams® is listed with skills including Estate Planning, 401K'S, Retirement Planning, Financial Planning, Iras, Investments, Finance, and 401K.
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