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

Thomas Griffith, CFP®

Independent Advisor Representative

Cardinal Advisors

2530 Meridian Parkway, Suite 100
Durham, NC 27713
FINANCIAL ADVISOR'S WEBSITE
(919) 535-8261

General

Thomas Griffith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cardinal Advisors in Durham, NC and the surrounding communities.

Financial Advisor Overview

Tom started at Cardinal in 2013. He has since attained his Series 65 license and is actively studying to attain his CFP® designation. He grew up in Charlotte, NC, and first became interested in a Financial Career during his time in Boy Scouts, where he earned the rank of Eagle Scout. Tom holds an Economics degree and a minor in History from the University of North Carolina at Chapel Hill. He currently resides in Raleigh and enjoys watching sports, volunteering and cooking.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: 45 states + DC (not AK, HI, NM, NY, MA)
  • Health/disability insurance: 45 states + DC (not AK, HI, NM, NY, MA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Nontraditional Households

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Helpful Financial Planning Resources