Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wyckoff is a financial advisor with over 10 years of experience in the industry. Thomas is a Certified Financial Planner and a Chartered Financial Analyst, demonstrating his commitment to professional development and client service. Thomas currently works with LPL Financial LLC. Before joining LPL Financial LLC, Thomas worked with Lucia Securities, LLC and First Allied Securities, Inc. Thomas is registered with the state of California and Florida. His previous experience gives him a strong understanding of the investment landscape, enabling him to provide sound and effective financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/17/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/12/2011 - 10/05/2020
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
10/14/2010 - 12/05/2011
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 03/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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