Thomas Kendall Vance
Gestionnaire de Portefeuille-Actions chez Pure Financial Advisors, Inc.
Profil
Mr. Thomas K.
Vance is a Senior Financial Planner at Pure Financial Advisors, Inc. He is an Investment Advisor Representative with Pure Financial.
He has been working with individuals, families and business owners since 1993.
In his role with Pure Financial Advisors, Mr. Vance works directly with clients to help them accomplish their financial goals, specializing in the areas of retirement planning, tax planning, estate planning and investment management.
An advocate for financial education, he is an instructor at Irvine Valley College and Orange Coast College, teaching Retirement Planning courses.
Prior to joining Pure Financial Advisors in September 2012, Mr. Vance was previously employed as Investment Consultant by TD Ameritrade Trust Co., Wealth Manager by U.S.
Bank (Lawrence, Kansas), Senior Vice President by VisionLink, Inc., and Vice President by Pyramis Global Advisors LLC.
He served as a Senior Vice President for a local wealth management firm, where he was responsible for managing client relationships, financial planning and portfolio management.
Prior to 2007, he spent nearly fourteen years with a large national brokerage firm, managing a book of business with more than $2.6 billion at the firm.
He was responsible for working with high-net-worth individuals, assisting them with their investment and estate planning needs.
Mr. Vance earned his Bachelor of Arts degree in economics from Brigham Young University in 1993.
He obtained his Master of Business Administration from University of California, Los Angeles in 2000.
Postes actifs de Thomas Kendall Vance
| Sociétés | Poste | Début |
|---|---|---|
Pure Financial Advisors, Inc.
 Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Gestionnaire de Portefeuille-Actions | 01/09/2012 |
Anciens postes connus de Thomas Kendall Vance
| Sociétés | Poste | Fin |
|---|---|---|
TD Ameritrade Trust Co.
 TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Corporate Officer/Principal | 31/12/2011 |
U.S. Bank (Lawrence, Kansas)
 U.S. Bank (Lawrence, Kansas) Investment ManagersFinance U.S. Bank provides investment advice. The company was founded in 1962 and is headquartered in Lawrence, KS. | Corporate Officer/Principal | 31/12/2010 |
VisionLink, Inc.
 VisionLink, Inc. Packaged SoftwareTechnology Services VisionLink, Inc. engages in software development for medical care services. Its services include professional support options, implementation support, community summits, and technical training. The company was founded by w.Douglas Zimmerman in 1996 and is headquartered in Boulder, CO. | Corporate Officer/Principal | 31/12/2008 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 31/12/2006 |
Peakwork AG
 Peakwork AG Packaged SoftwareTechnology Services Peakwork AG develops software products for travel industry. It offers DRV GlobalTypes, It enables all individual attributes relating to a hotel to be tagged using a DRV unique code and therefore unifying all attributes regardless of the supplier to a single standard. The company was founded in 2009 and is headquartered in Dusseldorf, Germany. | Directeur Financier/CFO | - |
Formation de Thomas Kendall Vance
| University of California, Los Angeles | Masters Business Admin |
| Brigham Young University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
U.S. Bank (Lawrence, Kansas)
U.S. Bank (Lawrence, Kansas) Investment ManagersFinance U.S. Bank provides investment advice. The company was founded in 1962 and is headquartered in Lawrence, KS. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
VisionLink, Inc.
VisionLink, Inc. Packaged SoftwareTechnology Services VisionLink, Inc. engages in software development for medical care services. Its services include professional support options, implementation support, community summits, and technical training. The company was founded by w.Douglas Zimmerman in 1996 and is headquartered in Boulder, CO. | Technology Services |
Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Finance |
TD Ameritrade Trust Co.
TD Ameritrade Trust Co. Investment ManagersFinance TD Ameritrade Trust Co. (TD Ameritrade) is an investment management firm headquartered in Denver, Colorado. The firm is a subsidiary of TD Ameritrade Online Holdings Corp., ultimately held by The Charles Schwab Corp. (NYSE: SCHW). TD Ameritrade offers legally established taxable living, revocable, irrevocable and testamentary trusts. They provide asset custody, trust and comprehensive back-office support services through institutional clients only (third-party administrators, record keepers and investment advisors). | Finance |
Peakwork AG
Peakwork AG Packaged SoftwareTechnology Services Peakwork AG develops software products for travel industry. It offers DRV GlobalTypes, It enables all individual attributes relating to a hotel to be tagged using a DRV unique code and therefore unifying all attributes regardless of the supplier to a single standard. The company was founded in 2009 and is headquartered in Dusseldorf, Germany. | Technology Services |