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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Emerson Bevington is a financial advisor currently registered with Creative Planning, LLC in Colorado. Thomas has previously worked at CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC. Thomas holds both Series 63 and Series 66 licenses, as well as Series 7 and SIE licenses. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and has over 7 years of experience in the financial industry. Thomas specializes in financial planning, portfolio management for individuals and businesses, as well as pension consulting. Thomas can assist clients with a range of investment needs, including retirement planning, college savings, and estate planning. Thomas is committed to providing personalized financial advice 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.
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.
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.
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CO
11/04/2024 - Present
Creative Planning (Denver CO)
CO
07/19/2017 - 02/08/2023
CHARLES SCHWAB & CO., INC. (Boulder CO)
CO
07/31/2015 - 06/20/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 04/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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