Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Nohr has been a financial advisor for over 30 years, working with clients throughout his career in providing financial advice. Thomas is currently a registered representative at Cambridge Investment Research Advisors, Inc. in Castro Valley, California. Thomas is a Certified Financial Planner and has been active in the industry since 1986. Thomas has a strong track record of providing financial advice to individuals, families and businesses. He works with clients on a variety of financial planning needs, including retirement planning, college savings, investment management, and estate planning. Thomas Nohr is committed to providing his clients with personalized financial advice that is tailored to their specific needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
10/30/2017 - Present
Cambridge Investment Research Advisors, Inc. (Castro Valley CA)
CA
05/30/2003 - 11/01/2017
NATIONAL PLANNING CORPORATION (CASTRO VALLEY CA)
CT
11/04/1996 - 06/02/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NE
04/25/1996 - 11/05/1996
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NE
07/25/1986 - 11/05/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 01/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Nohr is the right advisor for you? Invested Better is here to help.
