Unclaimed
Thomas Edward Connaghan is an investment advisor representative at Kayne Anderson Rudnick Investment Management, LLC. Thomas has been with the firm since August 2011 and has an active investment advisor license in California. He is also registered as a Registered Agent in California. Thomas passed the Uniform Investment Adviser Law Examination in August 2004. Thomas's areas of expertise include portfolio management for individuals, businesses, and investment companies, as well as financial planning. The firm primarily serves high-net-worth individuals, investment companies, and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/28/2011 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
IA
Issued 08/19/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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