Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Christopher Dillon is a financial advisor at Independent Financial Partners. Thomas has been in the financial industry since 2008. Thomas is registered to provide investment advice in Florida, Indiana, Kentucky, Ohio, Oregon, Pennsylvania, and Texas. Thomas specializes in financial planning, pension consulting, and portfolio management for individuals. Thomas has a strong track record of success in helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
KY
04/05/2018 - Present
Independent Financial Partners (Crescent Springs KY)
KY
12/10/2010 - 05/23/2019
LPL FINANCIAL LLC (FLORENCE KY)
KY
08/22/2008 - 12/10/2010
SIGNATOR INVESTORS, INC. (FLORENCE KY)
IA
Issued 10/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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