Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Vincent Reid is a financial advisor with Cambridge Investment Research Advisors, Inc. Thomas has been working in the financial industry since 2007 and holds Series 6, 7, 63, and 66 securities licenses. Thomas's experience includes a wide range of clients including individuals, families, and businesses. The advisor's practice is focused on financial planning, investment management, and retirement planning. Thomas is committed to providing personalized financial advice that meets the individual needs of each client.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
10/05/2021 - Present
Cambridge Investment Research Advisors, Inc. (Boca Raton FL)
NE
06/26/2015 - 03/29/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
ME
10/16/2012 - 02/10/2015
STERLING CAPITAL DISTRIBUTORS, LLC (PORTLAND ME)
IL
01/03/2011 - 06/29/2012
NUVEEN SECURITIES, LLC (CHICAGO IL)
ME
08/27/2009 - 01/03/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MN
01/02/2009 - 05/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/27/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
CT
06/06/2006 - 03/24/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
GA
05/02/2006 - 06/07/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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