Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lyonel Davila is a financial advisor who has been in the industry since 1996. Thomas is currently registered with LPL Financial LLC and has been with them since 2011. Thomas has worked for several other firms including SWBC Investment Services, LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and USAA Investment Management Company. Thomas holds several licenses including Series 6, 7, 24 and 63. Thomas offers a variety of financial services including financial planning, portfolio management, and consulting. Thomas is located in Boerne, TX and serves clients in several states including Texas, California, Florida, Kansas, Louisiana, Maryland, Mississippi, Oklahoma, Virginia, Washington, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
10/19/2011 - Present
LPL Financial LLC (BOERNE TX)
TX
02/23/2010 - 10/21/2011
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
07/06/2005 - 02/22/2010
CHASE INVESTMENT SERVICES CORP. (EL PASO TX)
IL
07/17/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
05/13/1996 - 06/19/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 05/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Davila is the right advisor for you? Invested Better is here to help.
