Michael Thomason, financial advisor Alpharetta GA
90 score

Michael Thomason

CRD Number: 5972802
Current Firm: Suntrust Investment Services, Inc.

Michael Thomason (CRD# 5972802) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Alpharetta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Aug 2013 - Current 3
Unemployed Suwanee, GA May 2013 - Jul 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta, GA Aug 2011 - Apr 2013 1
Metropcs Communications Inc. Richardson, TX Feb 2002 - Aug 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Michael J. Thomason
Phone Number: 404-813-8981
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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