Unclaimed
Thomas Allman is a financial advisor registered with Victory Capital Services, Inc. based in San Antonio, Texas. He is licensed to provide investment advice and securities brokerage services. Thomas has been in the financial services industry for over 5 years. Thomas is a Series 7 and Series 63 licensed representative. His previous employers include Raymond James Financial Services, Inc. and Frost Brokerage Services, Inc.
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.
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.
1
2
TX
06/15/2021 - Present
Victory Capital Services, Inc. (San Antonio TX)
FL
03/26/2019 - 05/20/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
TX
03/07/2017 - 04/02/2018
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Allman is the right advisor for you? Invested Better is here to help.