Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Sandkamp is a financial advisor registered with LPL Financial LLC. Thomas has over 20 years of experience in the financial services industry and is committed to providing clients with personalized financial advice. He is registered with the Securities and Exchange Commission (SEC) and holds Series 65, Series 31, and Series 7 licenses, as well as a SIE Certification. Thomas has expertise in investment management, financial planning, and retirement planning. Prior to joining LPL Financial LLC, Thomas was employed with Wells Fargo Advisors, LLC. He is dedicated to helping his clients achieve their financial goals and has a strong track record of success.
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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CA
05/12/2016 - Present
LPL Financial LLC (SAN DIMAS CA)
CA
01/03/2011 - 06/02/2016
WELLS FARGO ADVISORS, LLC (ONTARIO CA)
CA
04/02/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
03/01/2006 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
NY
10/21/2003 - 03/02/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/01/2003 - 10/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/23/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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