Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Melton is a financial advisor with over 30 years of experience in the industry. He is currently registered with U.S. Bancorp Investments, Inc. in California. Thomas has a strong background in investment management, financial planning, and retirement planning. He has worked with a variety of clients, including individuals, families, businesses, and institutions. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. His previous experience includes working with CUNA Brokerage Services, Inc., LPL FINANCIAL LLC, CETERA ADVISORS LLC, and Securities America, Inc.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
11/07/2022 - Present
U.s. Bancorp Investments, Inc. (Colfax CA)
OR
09/10/2021 - 05/05/2022
CUNA BROKERAGE SERVICES, INC. (Bend OR)
CA
06/22/2018 - 10/21/2019
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
06/09/2014 - 06/25/2018
CETERA ADVISORS LLC (ROSEVILLE CA)
CA
08/01/2008 - 06/09/2014
NATIONAL PLANNING CORPORATION (ROSEVILLE CA)
CA
11/13/1997 - 08/13/2008
SECURITIES AMERICA, INC. (ROSEVILLE CA)
CA
09/26/1995 - 11/19/1997
SELECT CAPITAL CORPORATION (SACRAMENTO CA)
MN
08/04/1992 - 09/26/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/1992 - 09/26/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
05/19/1983 - 08/12/1992
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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