Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Davis Talmage iii is an investment advisor representative with Independent Financial Partners. Thomas is registered with FINRA, the SEC and in several states, including California, Delaware, Florida, Indiana, North Carolina, South Carolina and Virginia. He offers financial planning, pension consulting, and educational seminars. He also offers investment advice to individuals, charitable organizations, and pension and profit-sharing plans. Thomas has been in the financial services industry for over 15 years. He has extensive experience in the investment field and offers various services tailored to individual needs.
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
FL
01/19/2017 - Present
Independent Financial Partners (Mt. Dora FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (EUSTIS FL)
FL
07/08/2009 - 10/01/2009
MUTUAL SERVICE CORPORATION (TAVARES FL)
FL
02/20/2008 - 07/15/2009
NEW ENGLAND SECURITIES (ORLANDO FL)
FL
12/11/2007 - 02/12/2008
METLIFE SECURITIES INC. (NAPLES FL)
BC
Issued 01/16/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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