Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Walsh is a financial advisor with over 20 years of experience in the financial industry. Thomas currently works at Hightower Advisors, LLC and holds a Series 7 and Series 63 licenses. Prior to joining Hightower Advisors, LLC, Thomas was with Braymen, Lambert and Noel Securities, LTD., Presidio Financial Services, Inc., and Lincoln Financial Advisors Corporation. Thomas is a Certified Financial Planner and has a strong background in providing comprehensive financial planning services to a wide range of clients. His expertise includes portfolio management, investment advice, retirement planning, and estate planning. Thomas is committed to helping clients achieve their financial goals and providing them with personalized and customized financial solutions.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
10/04/2020 - Present
Hightower Advisors, LLC (Dallas TX)
TX
05/12/2003 - 10/19/2009
BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD. (IRVING TX)
TX
11/21/2001 - 04/09/2003
PRESIDIO FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
IN
06/12/1997 - 09/28/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/12/1997 - 09/28/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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