Thomas Dillon is a registered investment advisor, based in Crescent Springs, KY, with 17 years of industry experience.
Location
541 Buttermilk Pike, Suite 305, Crescent Springs, KY, 41017
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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 sells non-variable insurance and is a registered investment advisor doing business as Independent Financial Partners and Bosch Financial. He also sells Medicare advantage, Medicare supplements, fixed life, indexed annuities, property & casualty, health, disability, and LTC insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.