Matthew Thomas, financial advisor Adel GA
93 score

Matthew Thomas

CRD Number: 5330414
Current Firm: Voya Financial Advisors, Inc.

Matthew Thomas (CRD# 5330414) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Adel, GA and has over 9 years of experience in the finance industry.

Similar Advisors
Steven Boatner, financial advisor Adel GA
Steven P. Boatner
CRD# 4421839
Cetera Investment Advisers LLC
Score
96
Similar Advisors
Nathan Brown, financial advisor Adel GA
Nathan B. Brown
CRD# 4408428
Edward Jones
Score
96
Similar Advisors
Fred Hilliard, financial advisor Adel GA
Fred D. Hilliard
CRD# 246111
Mml Investors Services, LLC
Score
96
Company Name Location Dates Years
Voya Financial Advisors Adel, GA Sep 2014 - Current 2
Matthew Thomas Adel, GA May 2010 - Current 6
South Georgia Administrative Services LLC Adel, GA Jun 2008 - Current 8
Ing Financial Partners, Inc. Adel, GA May 2007 - Sep 2014 7
Livingstone Communications, Inc. Adel, GA May 2002 - May 2010 8
Old World Financial Adel, GA Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Matthew R. Thomas
Phone Number: 1-800-356-2906
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.