Thomas A. Trax, Aams® Email and Phone Number
Thomas A. Trax, Aams® work email
- Valid
Thomas A. Trax, Aams® personal email
- Valid
- Valid
Thomas A. Trax, Aams® phone numbers
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.
-
President, Wealth ManagerTrax Wealth Management, Inc. Aug 2001 - PresentTrax 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. -
PresidentHillside Professional Center Association Aug 2014 - Present
-
Financial ConsultantWestfin Securities Corporation Feb 1994 - Dec 2000
-
Assistant Vice PresidentUs Life Equity Sales Corporation Jun 1993 - Feb 1994
Thomas A. Trax, Aams® Skills
Thomas A. Trax, Aams® Education Details
-
California State Polytechnic University-Pomona& Law
Frequently Asked Questions about Thomas A. Trax, Aams®
What company does Thomas A. Trax, Aams® work for?
Thomas A. Trax, Aams® works for Trax Wealth Management, Inc.
What is Thomas A. Trax, Aams®'s role at the current company?
Thomas A. Trax, Aams®'s current role is President, Trax Wealth Management.
What is Thomas A. Trax, Aams®'s email address?
Thomas A. Trax, Aams®'s email address is th****@****lpl.com
What is Thomas A. Trax, Aams®'s direct phone number?
Thomas A. Trax, Aams®'s direct phone number is +161946*****
What schools did Thomas A. Trax, Aams® attend?
Thomas A. Trax, Aams® attended California State Polytechnic University-Pomona.
What skills is Thomas A. Trax, Aams® known for?
Thomas A. Trax, Aams® has skills like Estate Planning, 401k's, Retirement Planning, Financial Planning, Iras, Investments, Finance, 401k, Asset Allocation, Investment Advisory, Financial Services, Wealth Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial