Thomas Gay (CRD# 3198909) is an Investment Advisor Representative working at Merit Financial Advisors in Albany, GA and has over 24 years of experience in the finance industry.
CRD# 5323752
Kingsmark Private Financial Advisors, LLC
CRD# 1948480
Raymond James & Associates, Inc.
CRD# 6172825
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Financial Advisors | Alpharetta, GA | May 2022 - Current | 2 |
| Lpl Financial LLC | Albany, GA | Feb 2018 - Current | 6 |
| Lakeside Babtist Church | Albany, GA | Apr 2005 - Current | 19 |
| Dasher & Padgett Financial Advisors, Inc. | Albany, GA | Feb 2009 - May 2022 | 13 |
| Invest Financial Corp. | Tampa, FL | Feb 2009 - Feb 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 1999 |
- GA
-
Total Assets Under Management7,252MILLIONS
-
Total Number of Accounts25,088ACCOUNTS
-
Average Account Value$289,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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