Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Alan Black

THE Retirement Solution LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Alan Black

Thomas Alan Black is a registered investment advisor representative with The Retirement Solution LLC. Thomas has been in the industry since 2004 and has a Series 65 license and a Series 3 license. Thomas specializes in providing financial planning services to individuals, businesses, and charitable organizations. Thomas's firm provides a range of advisory services including financial planning, consulting, portfolio management, and publication of periodicals.

Firm Information

Thomas Black is currently registered with THE Retirement Solution LLC. THE Retirement Solution LLC is a retirement planning firm headquartered in Redmond, OH. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have over 1,000 clients, primarily individuals (both high-net-worth and other) and charitable organizations. Their regulatory assets under management total over $475 million. The firm is registered with the SEC.
THE Retirement Solution LLC

18300 REDMOND WAY

REDMOND, OH 98052

$475.26M

Assets Under Management

93

Total Clients

13

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Black’s Registration & Firm History

WA

09/11/2015 - Present

THE Retirement Solution LLC (REDMOND WA)

Not sure if Thomas Alan Black is right for you?

Licenses & Designations

IA

Issued 09/11/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Alan Black.
Not sure if Thomas Alan Black is right for you?