Advisor at Chancellor Financial Group WB LP
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Firm
Chancellor Financial Group WB LP
Location
Wilkes Barre, PA 18701
Credentials
Series 65
Industry experience
9 years
Thomas O'Day is a financial advisor at Chancellor Financial Group WB LP with nine years of industry experience. He holds a Series 65 designation and has been with Chancellor Financial Group WB LLC since 2016. Prior to that, he worked at Wilkes University for five years. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a long-term approach with diversified mutual funds, ETFs, and supplementary strategies tailored to client goals and risk tolerance.
Based on Chancellor Financial Group WB LP
Fixed fees up to $50,000 per year, negotiable; fixed fees for financial planning engagements based on expected hours at hourly rate
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.00% annually
$100 to $500 per hour
15 Public Square, Suite 400
Wilkes Barre, PA 18701
Pennsylvania
Chancellor Financial Group WB LLC
2016 - Present (10 years)
Wilkes University
2011 - 2016 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
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