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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Curry Burdick is a financial advisor with over 30 years of experience in the financial services industry. Thomas has been registered with LPL Financial LLC since February 2018, and has prior experience with INVEST Financial Corporation, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Thomas specializes in providing financial planning and investment advice to individuals, corporations, and institutions. He is also a Certified Financial Planner and holds various securities licenses. Thomas is passionate about helping clients achieve their financial goals, and he provides personalized advice tailored to each client's unique circumstances.
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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NY
03/22/2018 - Present
LPL Financial LLC (LATHAM NY)
NY
04/25/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (latham NY)
NY
11/20/1989 - 04/30/2014
AXA ADVISORS, LLC (CLIFTON PARK NY)
NY
11/20/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
GA
11/04/1987 - 11/06/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/06/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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