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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Oliphint is an Investment Advisor Representative with Captrust. Thomas is registered with the state of Texas. Thomas has been in the financial services industry since 1983. Thomas has experience with a number of firms including LPL Financial LLC and MML Investors Services, Inc. Thomas specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/18/2021 - Present
Captrust (San Antonio TX)
TX
08/07/2006 - 12/27/2016
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
10/29/1986 - 08/11/2006
MML INVESTORS SERVICES, INC. (SAN ANTONIO TX)
NA
11/22/1983 - 12/22/1986
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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