Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas C. Figgatt is a financial advisor in Durham, NC. Thomas is registered with the state of Louisiana as an Investment Advisor Representative with Portolan Financial Planning LLC. He is a Certified Financial Planner and is licensed to provide financial advice in Louisiana. Thomas provides financial planning and portfolio management services to individuals. Thomas' firm, Portolan Financial Planning LLC, is a registered investment advisor with the state of Louisiana. Thomas has been in the financial services industry since 2015.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax advice and preparation
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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NC
02/22/2018 - Present
Portolan Financial Planning LLC (Durham NC)
IA
Issued 10/31/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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