Unclaimed
Thomas Zaccone is a financial advisor registered with LPL Financial LLC, providing financial planning and investment management services. Thomas has been in the financial industry since 2005 and has been affiliated with LPL Financial LLC since 2024. He is licensed to provide financial advice in Iowa and is an active Registered Representative. Thomas's firm provides financial advice to a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
IA
12/23/2024 - Present
LPL Financial LLC (HARLAN IA)
Active
Inactive
Not sure Thomas Zaccone is the right advisor for you? Invested Better is here to help.