Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Palmer is a financial advisor with LPL Financial LLC in Lawrenceburg, Indiana. Thomas has been in the financial services industry since 2004, and has experience working with both individuals and businesses. Thomas is registered to provide investment advice in Indiana, Kentucky, Ohio, Florida, Colorado, Nevada, Pennsylvania and Washington. Thomas is also a registered representative of LPL Financial LLC. In addition to his role as a financial advisor, Thomas is also a Vice President/Relationship Manager at Civista Bank dba Civista Wealth Management in Lawrenceburg. Thomas holds the Series 6, 7, 63 and 65 securities licenses. He is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
IN
11/05/2018 - Present
LPL Financial LLC (LAWRENCEBURG IN)
IN
08/31/2010 - 11/07/2018
U.S. BANCORP INVESTMENTS, INC. (AURORA IN)
OH
12/13/2006 - 08/24/2010
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
05/28/2004 - 12/13/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
05/27/2004 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
SC
02/26/2004 - 05/24/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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