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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Selbo is a financial advisor with Beacon Pointe Advisors, LLC. Thomas has been working in the financial services industry since September 8, 2011. Thomas is registered with the state of California as an investment advisor representative. Landmark Wealth Management Group is also one of Thomas' current employer and he is registered as an investment advisor representative in Texas as well. Thomas has passed the Series 66, Series 7, and SIE exams. Thomas holds the designation of Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
10/25/2024 - Present
Beacon Pointe Advisors, LLC (San Jose CA)
CA
09/08/2011 - 07/15/2020
THRIVENT INVESTMENT MANAGEMENT INC. (SAN JOSE CA)
BOTH
Issued 10/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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