Thomas
Cahill
Ventura Wealth Management
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About this Advisor
Thomas Cahill is a financial advisor operating in Morrisville, Pennsylvania who has 13 years of industry experience. Cahill is an employee of Ventura Wealth Management. Over the course of their career, Cahill has held roles at American Portfolios Financial Services, Inc and Ventura Wealth Management. Cahill holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, New Jersey and Pennsylvania. Ventura Wealth Management is a registered investment firm that has its headquarters in Morrisville, PA. It oversees $443 million in assets under management across its 1,321 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,321 customer accounts, 22% belong to high-net-worth investors who have more than $1 million in assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically depend on which services are provided. Fees charged by Ventura Wealth Management can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ventura Wealth Management Brokerage Details
$443,213,397
9
1,321
$335,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Thomas Cahill Work History
Thomas has been registered as a financial advisor for 13 years.*
American Portfolios Financial Services, Inc
Ventura Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Cahill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ventura Wealth Management
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
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