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Thomas D. Hiles

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CRD#: 1313989
TH

Professional summary


Thomas Dean Hiles was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Thomas is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Thomas had worked at 6 firms, which includes THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, OSAIC FA INC., VOYA FINANCIAL ADVISORS INC., INVESTMENT PLANNERS INC., UNITED PACIFIC FINANCIAL SERVICES INC., COUNTRY CAPITAL MANAGEMENT COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Hiles

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 9, 1994 - May 17, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

November 9, 1994 - May 17, 2000

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 5, 1992 - November 7, 1994

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

December 10, 1991 - August 20, 1992

INVESTMENT PLANNERS, INC.

BD
CRD#: 18557
DECATUR, IL
Past

January 10, 1991 - October 25, 1991

UNITED PACIFIC FINANCIAL SERVICES, INC.

BD
CRD#: 21632
Past

January 31, 1985 - December 21, 1990

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
BLOOMINGTON, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/31/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


TL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
LINCOLN LIFE | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580 / SEC#: , 8-13034

BD
Terminated by SEC on 12/16/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 06/01/1905
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LINCOLN NATIONAL CORPORATIONHOLDING COMPANY
CRAWFORD, FREDRICK JOHNCHIEF FINANCIAL OFFICER, DIRECTOR4443207
FREDERICK, CHRISTINE SPENCERVICE PRESIDENT AND CHIEF COMPLIANCE OFFICER2641636
GLASS, DENNIS RPRESIDENT, DIRECTOR2897098
KONEN, MARK EDIRECTOR5150090
QUEK, SEE YENGDIRECTOR1938493
RYAN, KEITH JAMESVICE PRESIDENT AND DIRECTOR2709700

Disclosures


Regulatory Event14

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

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