Thomas Scanlan Email & Phone Number
President, PWA Securities, LLC @ Provenance Wealth Advisors
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Thomas Scanlan Location
- United States
Thomas Scanlan Work
- President, PWA Securities, LLC @ (August 2023 - Present)
- Chief Operating Officer, Provenance Wealth Advisors, LLC @ (September 2015 - Present)
- Partner @ (October 2010 - December 2013)
- Director @ (January 2006 - February 2010)
- Senior Compliance Examiner @ (January 2005 - January 2006)
Thomas Scanlan Education
- Rollins College
Bachelor of Arts - BA
- Florida Atlantic University
Executive MBA
Thomas Scanlan Skills
- Regulatory Compliance
- Compliance Management
- Life Insurance
- Investment Advisory
- Retirement
- Financial Analysis
- Auditing
- Financial Reporting
- Internal Audit
- Financial Audits
- Financial Planning
- Insurance
- Series 63
- Mutual Funds
- Securities
- Investments
- Fixed Annuities
- Series 7
- Contract Negotiation
- Series 24
- Uniform Combined State Law
- Series 66
- Financial Statement Auditing
- Trade Compliance
- Series 53
- Financial Services
- Retirement Planning
- Finance
- Strategic Financial Planning
- Operations Management
- Human Resources
- Legal/Compliance
- HNW
- RIAs
Thomas Scanlan Summary
- Thomas Scanlan, based in United States, is currently a President, PWA Securities, LLC at Provenance Wealth Advisors. Thomas Scanlan brings experience from previous roles at Provenance Wealth Advisors and New York Life Insurance Company. Thomas Scanlan holds a Bachelor of Arts - BA @ Rollins College. With a robust skill set that includes Regulatory Compliance, Compliance Management, Life Insurance, Investment Advisory, Retirement and more. Thomas Scanlan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Provenance Wealth Advisors Employees
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Martha Swain
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Fort Lauderdale, FL, US
Sean Deviney
Director and President, Financial Advisor
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Scott Montgomery
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Jim Kunkel
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Kathleen Marteney
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Lauren Bernal
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Shane Phillips
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Thomas Scanlan
President, PWA Securities, LLC
United States
Heidy Gomez
Client Service Associate
Miami, FL, US
Mike Barba
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Delray Beach, FL, US
Jessica Pendergraft
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Florida, United States
Alan Kravec
Chief Compliance Officer
Pompano Beach, FL, US
Samuel Cornwell
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Fort Lauderdale, FL, US
Joseph Karl
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Bill Akmentins
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