Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Faulkner is a financial advisor with over 20 years of experience in the industry. He is currently registered with Lincoln Investment and Capital Analysts, both based in Orlando, FL. Thomas has a strong background in insurance and real estate, and he has a passion for helping individuals and families achieve their financial goals. He offers a variety of financial planning services, including investment management, retirement planning, and insurance planning. Thomas is committed to providing his clients with personalized service and a high level of expertise. He is a member of the International Succession Planning Association and a partner with The Rawls Group.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/01/2012 - Present
Lincoln Investment (ORLANDO FL)
GA
05/01/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WOODSTOCK GA)
GA
07/17/2001 - 05/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (WOODSTOCK GA)
IN
07/17/2001 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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