Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Garvey is a registered investment advisor representative at LCR Wealth Management LLC in WESTPORT, CT. Thomas has been working in the financial services industry since 1998. Thomas has passed the Series 63, Series 7 and Series 65 exams. Thomas has previous experience at GE Investment Distributors, Inc in STAMFORD, CT. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services to clients.
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.
A percentage of the total value of assets under management is charged.
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CT
03/12/2021 - Present
LCR Wealth Management LLC (WESTPORT CT)
CT
09/03/1998 - 07/09/2002
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
IA
Issued 01/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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