Tom Padilla

Tom Padilla Email and Phone Number

President of TP Investment Advisory Services, LLC @
Tom Padilla's Location
Wayne, Pennsylvania, United States, United States
Tom Padilla's Contact Details
About Tom Padilla

I have over 30 years of experience as a broker and financial advisor. I began my career in 1980 as an account executive with Merrill Lynch Pierce Fenner & Smith and have spent the last 15 years as a financial advisor with Wells Fargo which was formerly Wachovia Securities, First Union Securities, Wheat First Union Securities and Wheat First Butcher Singer.In 2011 I launched TP Investment Advisory Services. The firm has been dedicated to providing individuals and other types of clients with a wide array of investment advisory and financial planning services. The firm also provides pension consulting services to employer plan sponsors in establishing, monitoring and reviewing their company’s participant-directed retirement plan. Services include advising on investment options, plan structure and participant education.

Tom Padilla's Current Company Details
TP Investment Advisory Services, LLC

Tp Investment Advisory Services, Llc

President of TP Investment Advisory Services, LLC
Tom Padilla Work Experience Details
  • Tp Investment Advisory Services, Llc
    President
    Tp Investment Advisory Services, Llc May 2011 - Present
    We are a Registered Investment Advisor. We design and manage investment portfolios for our investor's particular needs and objectives. We also provide retirement plan advisory services to employer sponors of retirement plans as well as employee participants.
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Nov 1996 - May 2011
    Advise and manage client's invstment portfolios.
    View

Tom Padilla Skills

Portfolio Management Retirement Planning Investment Advisory Asset Allocation Financial Services Finance Series 7 Investments Wealth Management Financial Planners Financial Advisory Wealth Mutual Funds Asset Managment Strategic Financial Planning Equities Financial Modeling Investment Strategies

Tom Padilla Education Details

Frequently Asked Questions about Tom Padilla

What company does Tom Padilla work for?

Tom Padilla works for Tp Investment Advisory Services, Llc

What is Tom Padilla's role at the current company?

Tom Padilla's current role is President of TP Investment Advisory Services, LLC.

What is Tom Padilla's email address?

Tom Padilla's email address is th****@****ast.net

What is Tom Padilla's direct phone number?

Tom Padilla's direct phone number is (610) 768*****

What schools did Tom Padilla attend?

Tom Padilla attended Lafayette College.

What skills is Tom Padilla known for?

Tom Padilla has skills like Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Services, Finance, Series 7, Investments, Wealth Management, Financial Planners, Financial Advisory, Wealth.

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