Unclaimed
Thomas Muir is a CERTIFIED FINANCIAL PLANNER™ professional and a PERSONAL FINANCIAL SPECIALIST® with over 20 years of experience in the financial services industry. Thomas is an investment advisor representative associated with Cultivar Capital, Inc., a registered investment advisor located in Denton, Texas. Thomas has a strong background in financial planning and portfolio management. Thomas focuses on providing personalized financial advice to individuals, families, and businesses. Thomas has a strong understanding of the investment landscape and works to help clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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2
TX
02/14/2012 - Present
Cultivar Capital, Inc. (DENTON TX)
TX
09/15/1999 - 12/19/2008
LIFEMARK SECURITIES CORP. (DENTON TX)
BOTH
Issued 05/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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