Thomas  Sims,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas Sims, CFP®

14055 Queens Harbor Rd
Charlotte, NC 28278-7358
(434) 534-1273 CONNECT WITH Thomas
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General

Thomas Sims is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - MS - Financial Services (MSFS)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Mutual Funds

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Helpful Financial Planning Resources