Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Powers is a financial advisor with California Financial Advisors in SAN RAMON, CA. Thomas has been in the industry since 11/3/1989 and is registered with both the state of California and Texas. Thomas has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Thomas is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Consulting
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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CA
10/27/2006 - Present
California Financial Advisors (SAN RAMON CA)
CA
08/13/2014 - 11/30/2016
FOOTHILL SECURITIES, INC. (San Ramon CA)
CA
06/19/1998 - 08/07/2014
FINANCIAL TELESIS INC (SAN RAMON CA)
IN
11/03/1989 - 07/14/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/03/1989 - 07/14/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 05/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1991
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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