Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas L Kirk is an Investment Advisor Representative at Savant Wealth Management. Thomas has been in the industry since 1995. He has a Series 2 license and is registered in Florida. Thomas is also a board member of Future Plan Financial, a non-profit, 501(c)3 RIA firm. Thomas has extensive experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/10/2024 - Present
Savant Wealth Management (Satellite Beach FL)
BC
Issued 12/28/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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