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 Shurgar is a financial advisor with LPL Financial LLC in Little Rock, Arkansas. Thomas has been in the industry since July 2003 and has experience working with Edward Jones prior to joining LPL Financial LLC. Thomas is registered with the state of Arkansas and other states, and has passed several industry exams including the Series 7, Series 63, and Series 66. Thomas' specialties include financial planning, portfolio management, and consulting services.
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.
1
2
AR
02/26/2018 - Present
LPL Financial LLC (LITTLE ROCK AR)
AR
07/22/2003 - 02/13/2018
EDWARD JONES (LITTLE ROCK AR)
BOTH
Issued 02/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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