Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Evans is a financial advisor with over 10 years of experience in the industry. Thomas has a strong track record of providing financial advice to individuals, families, businesses, and non-profit organizations. Thomas is currently registered with Newedge Advisors, LLC and is also a registered Investment Advisor Representative. Thomas holds the Series 6, 7, 63 and 65 licenses as well as the SIE designation. Prior to joining Newedge Advisors, LLC, Thomas worked as a financial advisor with NYLIFE Securities LLC and LPL Financial.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
LA
12/22/2023 - Present
Newedge Advisors (New Iberia LA)
LA
10/01/2021 - 12/26/2023
MML INVESTORS SERVICES, LLC (LAFAYETTE LA)
LA
06/28/2017 - 10/18/2021
NYLIFE SECURITIES LLC (LAFAYETTE LA)
LA
10/31/2012 - 06/01/2017
LPL FINANCIAL LLC (LAFAYETTE LA)
LA
03/29/2012 - 11/13/2012
STATE FARM VP MANAGEMENT CORP. (LAFAYETTE LA)
LA
01/18/2010 - 02/17/2012
NYLIFE SECURITIES LLC (NEW IBERIA LA)
NA
02/20/1985 - 07/14/1986
LOWRY FINANCIAL SERVICES CORPORATION
NA
02/16/1984 - 08/06/1984
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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