Unclaimed
Voyce Thomas is a financial advisor with over 16 years of experience in the financial services industry. Voyce is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed in Florida, North Carolina, and Virginia. Voyce also has prior experience with LPL Financial LLC, Liberty Partners Financial Services, LLC, and Edward Jones. Voyce specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Voyce is committed to providing clients with personalized financial guidance and helping them achieve 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.
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
NC
06/23/2022 - Present
Cambridge Investment Research Advisors, Inc. (Roxboro NC)
NC
11/02/2017 - 06/22/2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NC
07/07/2011 - 11/09/2017
LPL FINANCIAL LLC (ROXBORO NC)
NC
09/12/2006 - 06/23/2011
EDWARD JONES (ROUGEMONT NC)
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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