Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Warren Bass is a financial advisor with over 20 years of experience in the industry. Thomas is currently registered with Independent Advisor Alliance, LLC and is licensed to provide investment advisory services in Georgia, North Carolina, Pennsylvania, Texas, and Virginia. Thomas has previously worked with Cambridge Investment Research, Inc. and Ameriprise Financial Services, Inc. Thomas has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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VA
10/16/2019 - Present
Independent Advisor Alliance, LLC (Roanoke VA)
VA
06/29/2012 - 10/25/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (ROANOKE VA)
VA
01/02/2000 - 07/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (ROANOKE VA)
MN
01/02/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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