Unclaimed
Thomas Kinder is a financial advisor with over 27 years of experience in the industry. Thomas currently works with Calton & Associates, Inc. and has worked with DOMINION INVESTOR SERVICES, INC., WOODBURY FINANCIAL SERVICES, INC., SUNAMERICA SECURITIES, INC., JEFFERSON PILOT SECURITIES CORPORATION, JEFFERSON-PILOT INVESTOR SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in the past. Thomas is registered in the state of Texas and holds the Series 63, SIE and Series 6 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/28/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TX
01/03/2006 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (TYLER TX)
MN
08/30/2002 - 12/31/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
05/16/2000 - 09/09/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
10/01/1997 - 03/04/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
10/26/1995 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IN
06/30/1993 - 05/08/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/30/1993 - 05/08/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 07/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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