Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Burbank is a financial advisor with LPL Financial LLC. Thomas has been in the industry since 2001 and is registered in multiple states. Thomas has passed the Series 6, 7, 63, and 65 exams. Thomas is also registered with FINRA and the Securities and Exchange Commission. Thomas specializes in providing financial advice to individuals, corporations, charitable organizations, and retirement 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.
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NH
05/18/2022 - Present
LPL Financial LLC (PORTSMOUTH NH)
NH
07/08/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PORTSMOUTH NH)
NH
03/16/2010 - 06/14/2016
LPL FINANCIAL LLC (MADBURY NH)
NH
11/17/2009 - 03/05/2010
TD WEALTH MANAGEMENT SERVICES INC. (PORTSMOUTH NH)
NH
12/17/2008 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PORTSMOUTH NH)
NH
04/09/2001 - 12/17/2008
AIG RETIREMENT ADVISORS, INC. (NASHUA NH)
TX
04/09/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 03/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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