Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Traynham is an investment advisor representative at LPL Financial LLC. Thomas has been in the industry since 2021 and holds the Series 7TO, Series 66, and SIE licenses. Thomas works at the Baton Rouge, LA branch of LPL Financial. In addition to being registered with the Financial Industry Regulatory Authority (FINRA), Thomas is also registered with the states of Arkansas, Florida, Georgia, Louisiana, North Carolina, South Carolina, and Texas. Thomas has a diverse client base, including high-net-worth individuals, corporations, and charitable organizations.
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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2
LA
10/10/2023 - Present
LPL Financial LLC (BATON ROUGE LA)
BOTH
Issued 04/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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