Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Knox is a financial advisor with LPL Financial LLC, located in Overland Park, KS. Thomas has been in the financial services industry since January 26, 2015. Prior to joining LPL Financial LLC, Thomas worked as a financial advisor for WADDELL & REED. Thomas is licensed to sell securities in multiple states including Texas, Kansas, and California. Thomas is also licensed to provide investment advice in Kansas and Texas. Thomas is dedicated to providing his clients with personalized financial advice and guidance. Thomas is committed to helping his clients achieve their financial goals.
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.
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KS
07/21/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
01/27/2015 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 05/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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