Unclaimed
Thomas Blackburn is an Investment Advisor Representative at Mason & Associates, LLC. Thomas Blackburn holds a Series 65 for Investment Advisor Representative, Series 7TO for General Securities Representative Examination, and Series 63 for Uniform Securities Agent State Law Examination. Thomas Blackburn has been a registered representative since 8/24/2019. Thomas Blackburn holds the Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations. Thomas Blackburn has 8 years of experience in the financial services industry. Thomas Blackburn currently serves 4 clients, 378 in total, with a total of $318,969,574 in assets under management. Thomas Blackburn is registered with the state of Virginia and Texas. Thomas Blackburn is also a proprietor of TFB Financial LLC, a non-investment related business, devoted approximately 20 hours per month during tax season and 5 hours per month off season, preparing and filing a nominal number of tax returns for family and friends.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
VA
09/04/2020 - Present
Mason & Associates, LLC (NEWPORT NEWS VA)
VA
08/24/2019 - 10/01/2020
CENTAURUS FINANCIAL, INC. (NEWPORT NEWS VA)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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