Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Healy is an investment advisor representative with Retirement Planners of America. Thomas has been working in the financial services industry since 2013 and has experience with both individual and institutional clients. Thomas is also a licensed insurance agent. Retirement Planners of America is an independent investment advisory firm that provides financial planning and portfolio management services to individuals and families. The firm has been in business since 2011 and is headquartered in Plano, Texas. Retirement Planners of America has over $3 billion in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/22/2021 - Present
Retirement Planners OF America (PLANO TX)
TX
09/28/2018 - 06/14/2021
NYLIFE SECURITIES LLC (FORT WORTH TX)
TX
05/20/2013 - 09/19/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 06/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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