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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 Jacob Tielbur is a financial advisor with Gallagher Fiduciary Advisors, LLC, where he has been employed since April 2022. Previously, Thomas worked with Triad Advisors in Baton Rouge, LA and Kestra Investment Services, LLC in Covington, LA. Thomas has been in the financial industry since 2009. Thomas is registered with the state of Louisiana as an Investment Advisor Representative and has been registered with the state since April 14, 2022. Thomas holds a Series 6, Series 63, and Series 65 securities license. He also holds the SIE exam.
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.
See schedule d misc. for explanation
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
LA
04/14/2022 - Present
Gallagher Fiduciary Advisors, LLC (Covington LA)
LA
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Baton Rouge LA)
LA
09/27/2018 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Covington LA)
IA
05/15/2009 - 09/05/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CEDAR RAPIDS IA)
IA
Issued 11/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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