Thomas Holliger is a CFP-designated registered investment advisor, based in Palm Beach Gardens, FL, with 33 years of industry experience.
Location
12810 Marsh Pointe Way, Palm Beach Gardens, FL, 33418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is a general partner at Holliger Financial Consultants DBA, offering financial advisory, financial planning, investment management, and insurance services. He dedicates nearly full-time hours to this role.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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