ADVISOR BIO

Thomas Collins Higgins is a registered representative and investment advisor representative with J.p. Morgan Securities LLC in San Francisco, California. Thomas has been in the financial services industry since October 2021, and has a Series 66 license and a Series 63 license. Thomas also has a Series 7TO license and a SIE license. Thomas's firm, J.p. Morgan Securities LLC, is headquartered in New York, New York and has more than $50 billion in assets under management. The firm has a strong focus on financial planning, pension consulting, and portfolio management for businesses and individuals. Thomas is registered to provide investment advisory services in California and Texas.

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ADVISOR BIO

Thomas Vieira is a financial advisor with over 29 years of experience in the industry. He has been registered with the Securities and Exchange Commission (SEC) since 1993 and has a diverse background in financial services, including investment advisory and brokerage services. Thomas is currently employed with Osaic Wealth, Inc., based in Rancho Santa Fe, CA. He holds multiple industry licenses and certifications, including Series 6, 7, 63, and 65, demonstrating his expertise in various financial areas. Thomas specializes in offering financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. He is dedicated to providing personalized and comprehensive financial solutions tailored to each client's unique needs and goals.

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ADVISOR BIO

Thomas Edward Smith is a financial advisor with Ameriprise Financial Services, LLC in IRVINE, CA. Thomas has been in the industry since November 2, 2000. Thomas has passed the Series 6, 7, 63 and 66 exams and holds registrations in 17 states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Nevada, Oregon, Pennsylvania, Tennessee, Texas, Utah, and Washington. Thomas also provides financial advice to individuals, businesses, insurance companies, trusts/estates, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

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ADVISOR BIO

Thomas Qvistgaard is a financial advisor with UBS Financial Services Inc. with over 30 years of experience in the industry. Thomas has experience working with high-net-worth individuals, corporations and institutions. His expertise includes financial planning, retirement planning, investment management, and estate planning. He holds the Series 7, 9, 10, 24, and 63 licenses. Thomas is also registered in numerous states. His clients include a range of individuals, businesses, institutions and non-profits.

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ADVISOR BIO

Thomas Kirk Riding is a financial advisor with Independent Financial Group, LLC based in VICTORVILLE, CA. Thomas has been in the industry since 1983 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Thomas has a strong commitment to providing his clients with personalized financial advice and solutions. Thomas is licensed to provide securities and investment advisory services in multiple states. He is also a Registered Representative with FINRA and the Securities and Exchange Commission (SEC).

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ADVISOR BIO

Thomas Cochran is a financial advisor who has been in the financial services industry since 1984. Thomas is currently registered with LPL Financial LLC and has been with them since 2023. Prior to this, Thomas was with BANCWEST INVESTMENT SERVICES, INC. for 24 years. Thomas is a Series 63, Series 7 and SIE licensed advisor. Thomas specializes in providing a range of financial services, including retirement planning, investment management, insurance, and financial planning. Thomas is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Thomas Goldman is a registered investment advisor representative with Sageview Advisory Group, LLC. Thomas has been in the financial services industry since 2010 and has a Series 65 license. The advisor is currently licensed in Arizona, California, North Carolina and Texas. Thomas has experience working with individuals, high-net-worth individuals, corporations and institutions. Thomas focuses on financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers. Thomas also has experience in the education sector and worked at Shanghai American School.

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ADVISOR BIO

Thomas Grant Moffett is an Investment Advisor Representative at Olive Ridley Private Client Services LLC. Thomas is registered with the state of California as an Investment Advisor Representative. Thomas has been in the financial industry for over 17 years and has experience providing financial planning and portfolio management services. Thomas is also a registered Investment Advisor Representative in Massachusetts and Rhode Island.

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ADVISOR BIO

Thomas Aguna is a financial advisor with Morgan Stanley. Thomas has been in the industry since 2009. He holds Series 6, 7, and 66 licenses. Thomas has been registered with Morgan Stanley since 2020. Prior to that, he was registered with J.P. Morgan Securities LLC and Chase Investment Services Corp. Thomas specializes in providing financial planning, asset allocation advice, and portfolio management services. He is registered in 38 states and 2 jurisdictions.

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ADVISOR BIO

Thomas Vigil is a financial advisor with over 20 years of experience in the industry. Thomas is currently registered with LPL Financial LLC and holds Series 7, 24, 31, and 66 licenses. Thomas has been with LPL Financial LLC since 2009 and has previously worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Thomas is also a Certified Financial Planner. Thomas provides financial planning, portfolio management, and other advisory services to individual and business clients. Thomas specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS