Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Robarge is a financial advisor with LPL Financial LLC, headquartered in Fort Mill, South Carolina. Thomas has over 20 years of experience in the financial services industry. Thomas has a Series 6, 7, 63, 65, and 66 licenses. Thomas focuses on helping individuals, families, and businesses with their financial planning 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.
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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2
CT
02/21/2019 - Present
LPL Financial LLC (MYSTIC CT)
CT
09/04/2014 - 03/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Mystic CT)
CA
11/08/2012 - 09/02/2014
FINANCIAL TELESIS INC (SAN FRANCICO CA)
CA
10/05/2001 - 11/08/2012
INVESTORS CAPITAL CORP. (SAN FRANCISCO CA)
MA
02/26/1999 - 10/08/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 11/28/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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