Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Holman Truesdell is a registered investment advisor representative with L.m. Kohn & Co. Thomas has been in the financial services industry since 1999 and has held various positions at several firms before joining L.m. Kohn & Co. in 2005. Thomas provides a variety of financial services to individuals, businesses, and institutions. Thomas has passed the Series 7, Series 31, Series 63, and Series 65 exams. Thomas holds a license in Kentucky. Thomas's firm offers a variety of financial services including financial planning, pension consulting, and portfolio management. Thomas is committed to providing his clients with the highest level of service and expertise.
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.
Flat commission/execution fee
1
2
KY
06/27/2005 - Present
L.m. Kohn & Co. (FORT THOMAS KY)
IA
05/29/2001 - 06/22/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MA
10/31/2000 - 05/15/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
10/28/1999 - 11/08/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Truesdell is the right advisor for you? Invested Better is here to help.
