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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 O'Connor is an investment advisor representative with Beacon Pointe Advisors, LLC. Thomas has over 30 years of experience in the financial services industry. Thomas is a Certified Financial Planner™ and a Chartered Financial Analyst® and holds the Series 7, 24, 63, and 65 securities licenses. Thomas previously worked at several firms, including Lincoln Financial Advisors Corporation, Cigna Financial Advisors, Inc., and Mercer Allied Company, L.P. Thomas specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and non-profit organizations. Thomas O'Connor's areas of expertise include retirement planning, college savings, estate planning, and tax planning.
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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2
CA
05/31/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IN
06/01/1998 - 07/07/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/08/1998 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
12/09/1994 - 04/08/1998
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
06/04/1990 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
IA
Issued 08/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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