Suggestions
Tom Croxton
Vice President, Business Development & Integration at The Financial Services Network
Professional Background
Tom Croxton is an accomplished financial services professional with extensive experience in business development, investment management, and compliance. He currently serves as the Vice President of Business Development & Integration at The Financial Services Network, where he leads initiatives aimed at enhancing growth, efficiency, and strategic acquisition for independent financial advisors. Tom's expertise is built upon a solid foundation established through his diverse roles within the financial sector, including significant positions at LPL Financial and Financial Designs LTD.
In his tenure as Assistant Vice President and High Net Worth Consultant at LPL Financial, he specialized in providing tailored financial solutions to high-net-worth clients, effectively helping them navigate complex investment landscapes. His previous experience as an Internal Advisory Consultant at LPL further honed his ability to collaborate with advisors, ensuring they have the resources and support needed to thrive in their practices.
Education and Achievements
Tom graduated with a Bachelor of Science degree in Financial Services from San Diego State University, a notable institution known for its strong emphasis on practical education in finance and business. This educational background has empowered Tom to excel in his career, arming him with essential skills and knowledge that are crucial in the fast-paced world of financial services.
In addition to his degree, Tom holds the distinguished Accredited Investment Fiduciary® (AIF®) designation, a recognition that underscores his commitment to upholding fiduciary standards and ethical practices. He also possesses licensure that includes a California insurance license, as well as several important financial registrations such as the FINRA Series 7 and 24, held through LPL Financial, and the Series 66 registration through Strategic Wealth Advisors Group LLC. These credentials mark him as a highly qualified professional in the financial services industry, reinforcing his dedication to providing reliable and effective financial guidance.
Notable Achievements
Tom's career has been marked by significant achievements that demonstrate his dedication to advancing the field of financial services and the success of his clients. Through his work at The Financial Services Network, he has impacted the financial advisory community by developing comprehensive strategies that support advisors in achieving their operational and growth objectives. His innovative approach to business development has helped many advisors not only to improve their practices but also to foster collaborative relationships within the industry.
Beyond his immediate responsibilities, Tom has consistently focused on succession planning and acquisition strategies, empowering advisors to secure their legacies while ensuring the continuity of exceptional service for their clients. His insightful understanding of intricate market dynamics has enabled him to advise on preserving and growing wealth in challenging economic environments. Overall, Tom Croxton stands out as a dedicated and experienced financial services leader who is committed to excellence in his field, delivering value to his clients and colleagues alike.