Tom Dias Email & Phone Number
Financial Advisor @ LPL Financial
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Tom Dias Location
- Fresno, CA, US
Tom Dias Work
- 2021 -now Financial Advisor @
- 2020 -2021 Financial Advisor @
- 2005 -2020 Financial Advisor @
- 2005 -2020 Senior Vice President @
- 1999 -2005 Financial Advisor @
Tom Dias Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Arts (B.A.) (American History (United States))
1997-1999 - Fresno City College
(General Studies)
1994-1997 - Roosevelt High School
General Studies (General Studies)
1990-1994
Tom Dias Skills
- Alternative Investments
- Estate Planning
- Series 63
- Team Building
- Fixed Annuities
- Retirement Planning
- Sales
- Portfolio Management
- IRAs
- Investments
- Business Development
- Finance
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- FINRA
- Microsoft Office
- Investment Strategies
- Asset Management
- Financial Analysis
- Wealth
- ETFs
- Retirement
- Series 7
- Investment Management
Tom Dias Summary
- Tom Dias, based in Fresno, CA, US, is currently a Financial Advisor at LPL Financial. Tom Dias brings experience from previous roles at Waddell & Reed, RBC Wealth Management and Morgan Stanley. Tom Dias holds a 1997 - 1999 Bachelor of Arts (B.A.) in American History (United States) @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Team Building, Fixed Annuities and more. Tom Dias has 2 emails and 4 mobile phone numbers on RocketReach.
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