Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vance is a financial advisor with Pure Financial Advisors, LLC, located in Irvine, California. Thomas has been in the financial services industry since 1994. Thomas holds a Series 63, 66, 7, 9, and 10 licenses. Thomas is also a Certified Financial Planner. Thomas has experience working with individuals, high-net-worth individuals, trusts, pensions, and charitable organizations. Thomas specializes in financial planning, investment management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/05/2017 - Present
Pure Financial Advisors, LLC (Irvine CA)
CA
12/20/2011 - 10/02/2012
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
08/30/2011 - 10/05/2011
USAA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
06/23/2010 - 04/13/2011
U.S. BANCORP INVESTMENTS, INC. (NEWPORT BEACH CA)
CA
01/30/2007 - 12/23/2009
M HOLDINGS SECURITIES, INC. (IRVINE CA)
CA
03/23/1994 - 01/31/2007
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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