Thomas Kepley
President at T H Kepley Financial Services
- Role
- Independent Advisor Representative at Capitol Securities Management Inc.
- Location
- Columbia, SC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Thomas Kepley
Thomas graduated from The University of North Carolina with a B. A.(Economics) and New…
Experience
Independent Advisor Representative
Capitol Securities Management Inc.
Jan 2008 — Present
Skills
- Iras
- Finance
- Investments
- Wealth Management Services
- Financial Services
- 401k
- Wealth Accumulation
- Corporate Law
- Retirement
- Fixed Income
- Securities
- Investment Strategies
- Alternative Investments
- Estate Planning
- Financial Advisory
- Roth Ira
- Simple Ira
- Series 7
- Government Bonds
- Retirement Planning
- Finra
- College Savings Plans
- Traditional Ira
- Asset Allocation
- Mutual Funds
- Wealth Management
- 529 Plans
- Rollovers
- Pensions
- Self Directed Ira
- Insurance
- Long Term Care Insurance
- Municipalities
- Investment Advisory
- Series 63
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