Unclaimed
Thomas Haywood Trant is a financial professional with over 29 years of experience in the industry. He has held licenses in multiple states, including Virginia, North Carolina, Texas, and South Carolina, and has a strong track record of success in providing investment advice. Thomas is currently associated with Independent Advisor Alliance, LLC, a firm that specializes in providing financial planning and investment management services to individuals, families, and businesses. Thomas also has experience working with charitable organizations and pension and profit-sharing plans.
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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2
NC
11/22/2024 - Present
Independent Advisor Alliance, LLC (Henrico NC)
VA
05/25/1994 - 01/13/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (NEWPORT NEWS VA)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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