Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas James Kearn is a registered investment advisor representative with Grove Point Advisors, LLC. He is also a Certified Public Accountant (CPA) and the President of ATA Associates PC, a full-service CPA firm. Thomas has been in the financial services industry since 1999 and has experience in a variety of areas, including investment advisory, insurance sales, and accounting. Thomas's primary focus is on providing personalized financial advice to individuals and families. He helps clients develop financial plans, manage their investments, and achieve their financial goals. Thomas also has experience in working with charitable organizations and pension and profit-sharing plans. Thomas is committed to providing his clients with the highest level of service and expertise. He is a member of the Financial Industry Regulatory Authority (FINRA) and is subject to FINRA's rules and regulations. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).
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.
1
2
PA
04/01/2021 - Present
Grove Point Advisors, LLC (McMurray PA)
IA
12/16/2003 - 11/02/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
02/02/1999 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 02/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Kearn is the right advisor for you? Invested Better is here to help.
