Thomas
Lydon
Avantax Advisory Services
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About this Advisor
Thomas Lydon is a financial advisor based in Rockville, Maryland, working with Avantax Advisory Services. Thomas has previously held positions at 1St Global Capital Corp, Lydon Fetterolf Corydon, Pa, Self Employed Attorney, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Avantax Advisory Services, and Avantax Investment Services, Inc. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Thomas is part of Avantax Advisory Services, which operates out of Rockville, Maryland. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Lydon Work History
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Services, Inc
Lydon Fetterolf Corydon, Pa
Self Employed Attorney
1St Global Advisors, Inc
1St Global Capital Corp
Disclosures
Please visit the SEC profile of Thomas Lydon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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