Unclaimed
Thomas Green Prothro is an investment advisor representative at Kestra Advisory Services, LLC, a firm with offices in Austin, TX. Thomas has been in the securities industry since 2006 and has a Series 7 and 66 license. Thomas has also passed the SIE exam. In addition to Kestra Advisory Services, LLC, Thomas is also a partner at Prothro, Wilhelmi & Co., PLLC, a consulting and tax/accounting firm. Thomas is a managing member of TWB Real Estate, LLC, a real estate firm.
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.
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.
1
2
TX
04/18/2016 - Present
Kestra Advisory Services, LLC (TYLER TX)
BOTH
Issued 10/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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