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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 Scott Thompson is a registered Investment Advisor Representative with Oakmont Capital Management, LLC. Thomas has been in the financial services industry since 1980. Thomas has experience in financial planning, pension consulting, and portfolio management for businesses, individuals, and pooled investment vehicles. Thomas holds the Series 65 and Series 63 licenses, and the Series 24 principal designation.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
05/04/2009 - Present
Oakmont Capital Management, LLC (OAKMONT PA)
FL
09/04/2003 - 12/19/2003
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
PA
02/26/1997 - 01/29/2002
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
NE
09/23/1993 - 03/07/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
PA
05/30/1991 - 01/27/1993
YANNI, BILKEY INVESTMENT CONSULTING COMPANY (PITTSBURGH PA)
NA
10/28/1986 - 05/21/1991
PENN MUTUAL EQUITY SERVICES, INC.
IN
09/19/1990 - 11/08/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/15/1982 - 03/22/1985
PENN MUTUAL EQUITY SERVICES, INC.
NA
04/01/1980 - 08/19/1981
THE O.N. EQUITY SALES COMPANY
IA
Issued 02/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/14/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1980
Series 1 - Registered Representative Examination
Active
Inactive
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