Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Hall is a financial advisor with over 25 years of experience in the industry. Thomas is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Thomas currently works with CWM, LLC DBA Carson Group Partners. Thomas specializes in retirement planning, investment management, and financial planning. He helps clients develop a personalized financial plan to achieve their goals. Thomas has a passion for helping people achieve their financial dreams and is committed to providing his clients with the highest level of service.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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 from other investment advisors
1
2
NE
11/12/2018 - Present
CWM, LLC (OMAHA NE)
UT
11/07/2005 - 11/13/2018
SECURITIES AMERICA, INC. (MIDVALE UT)
IN
02/20/2003 - 11/16/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
11/25/1998 - 11/16/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
06/30/1998 - 11/25/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
DE
03/04/1997 - 06/01/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
AZ
02/21/1997 - 05/15/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
06/06/1994 - 02/27/1997
WMA SECURITIES, INC. (DULUTH GA)
DE
09/20/1995 - 02/12/1996
PML SECURITIES COMPANY (NEWARK DE)
FL
02/17/1994 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
01/26/1993 - 07/01/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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