Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McGinnis is a financial advisor with Belpointe Asset Management LLC. Thomas has been in the industry since 1973. Thomas is licensed in Arizona, California, Idaho, Oregon, Virginia, and Washington. Thomas specializes in investment advisory, financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Thomas has been registered with the Securities and Exchange Commission since 2020.
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.
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
OR
05/06/2020 - Present
Belpointe Asset Management LLC (Springfield OR)
OR
04/22/2019 - 04/20/2020
B.B. GRAHAM & COMPANY, INC. (Springfield OR)
OR
03/07/2007 - 04/22/2019
CAPITAL FINANCIAL SERVICES, INC. (SPRINGFIELD OR)
OR
02/08/2005 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (SPRINGFIELD OR)
IN
08/07/1995 - 02/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/07/1995 - 02/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
02/13/1982 - 06/30/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/23/1973 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 06/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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