Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Lydon is a financial advisor currently registered with Avantax Advisory Services, a firm headquartered in Dallas, TX. Thomas has been in the financial services industry since July 2008, with prior experience at 1st Global Capital Corp. Thomas holds the Series 66, SIE and Series 7 licenses. Thomas is registered to provide advisory services in Colorado, Delaware, District of Columbia, Florida, Illinois, Maryland, New York, North Carolina, Tennessee, and Virginia. The firm's advisory services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
10/25/2019 - Present
Avantax Advisory Services (ROCKVILLE MD)
MD
07/11/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROCKVILLE MD)
BOTH
Issued 07/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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