Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Huddleston has been in the financial services industry since 2000. Thomas is a registered representative with Mutual of Omaha Investor Services, Inc. and currently holds licenses in California, Florida, Montana, North Carolina, South Carolina, Tennessee, and Virginia. Thomas has experience with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. The types of investment services offered include financial planning, selection of other advisers, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
VA
03/12/2019 - Present
Mutual OF Omaha Investor Services, Inc. (GLEN ALLEN VA)
VA
09/30/2016 - 03/08/2019
LPL FINANCIAL LLC (RICHMOND VA)
VA
01/11/2016 - 09/14/2016
INFINEX INVESTMENTS, INC. (Richmond VA)
FL
10/15/2014 - 12/01/2015
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
VA
06/01/2008 - 10/01/2014
INFINEX INVESTMENTS, INC. (STAUNTON VA)
VA
08/28/2006 - 06/01/2008
BI INVESTMENTS, LLC (GLEN ALLEN VA)
VA
10/01/2000 - 08/15/2006
WACHOVIA SECURITIES, LLC (COLONIAL HEIGHTS VA)
NC
11/16/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 07/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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