Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Duncan Kilpatrick is a financial advisor currently registered with LPL Financial LLC. Thomas has been in the industry since 2005. Thomas has been registered with LPL Financial LLC since December 2009. Prior to that, Thomas was registered with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Thomas is licensed to offer securities in several states, including Alaska, Arizona, California, Florida, Georgia, Indiana, Kansas, Minnesota, Mississippi, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia. Thomas has a strong background in financial planning, portfolio management, and pension consulting. Thomas is also a registered Investment Advisor Representative in Georgia.
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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GA
12/23/2009 - Present
LPL Financial LLC (AUGUSTA GA)
GA
01/01/2008 - 12/21/2009
WELLS FARGO ADVISORS, LLC (EVANS GA)
GA
10/13/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EVANS GA)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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