Thomas James Hanks

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 07/2024
  Young, Hanks & Hanks Cpas Pa
  Venice, FL
• 08/2014 → 12/2018
  Paul A. Posey & Co., Pa
  Tallahassee, FL
• 12/2018 → 11/2019
  Robinson, Hanks, Young & Roberts Cpas Pa
  Venice, FL
• 08/2024 → Present
  Four Pillars Financial Planning Group
  Nokomis, FL
• 08/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Nokomis, FL

Other Businesses

(1)Name of Business: Four Pillars Financial Planning Group Address: 2440 Tamiami Trl N, Nokomis, FL, 34275-3475, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employed as a Financial Advisor of Four Pillars Financial Planning Group. (2)Name of Business: Susan C Hanks CPA LLC Address: 1210 Laurel Pines Cir, Nokomis, FL, 34275, United States Activity Type: Tax Preparation Position/Title: Independent Contractor Investment Related: No Start Date: 02/15/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax season associate, preparing tax returns on an as needed basis for a local CPA firm. I will not be leading client relationships. All returns are reviewed, signed and submitted by the principal CPA. (3)Name of Business: Village on the Isle Address: 920 S Tamiami Trail, Venice, FL, 34285, United States Activity Type: Non profit Position/Title: Chair of the Board Investment Related: Yes Start Date: 09/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Direct monthly board meetings and work with executives to set agendas/budgets. (4)Name of Business: Young Hanks & Hanks CPAs PA Address: 1210 Laurel Pines Circle, Nokomis , FL, 34275, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 09/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. Maintain books and facilitate distributions to owners based on based on business closing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-25

Other Names

• Tommy Hanks
• Tom Hanks