Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Holland is a financial advisor with LPL Financial LLC, a large and established firm, with offices in Newberry, South Carolina. Thomas has been in the financial services industry since 1996. Thomas is registered with the state of South Carolina and has prior experience with firms such as Wachovia Securities, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., Scott & Stringfellow, INC., Legg Mason Wood Walker, Incorporated, and MIMLIC Sales Corporation. Thomas has a broad range of experience and expertise in the financial services industry, and has earned numerous licenses and certifications. Thomas offers financial planning services, investment management, and portfolio management services to a variety of clients.
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.
1
2
SC
11/25/2013 - Present
LPL Financial LLC (NEWBERRY SC)
VA
10/02/2006 - 04/27/2009
WACHOVIA SECURITIES, LLC (RESTON VA)
VA
01/16/2001 - 10/05/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
VA
05/05/1999 - 01/03/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
11/06/1998 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
MD
08/09/1996 - 11/09/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
02/01/1996 - 09/06/1996
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 10/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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