Unclaimed
Thomas Wilkins is a financial professional with over 16 years of experience in the financial services industry. Thomas is a Registered Representative of First Command Advisory Services and holds the Series 6, 7, 24, 51, 63, and 65 securities licenses. Thomas provides financial planning and investment management services to individuals, families, and businesses. He also provides investment advice to various charitable organizations and pension and profit-sharing plans. First Command Advisory Services, a subsidiary of First Command Financial Services, Inc., provides comprehensive financial planning and investment management services to individuals, families, and businesses. The firm is headquartered in Fort Worth, Texas.
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.
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.
1
2
TX
12/15/2015 - Present
First Command Advisory Services (Willow Park TX)
IA
Issued 04/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Wilkins is the right advisor for you? Invested Better is here to help.