Byron ThorsenCRD Number: 1848011
Current Firm: Wellspring Planning Group LLC
Byron Thorsen (CRD# 1848011) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Arlington, TX and has over 28 years of experience in the finance industry. Byron Thorsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Wellspring Planning Group LLC||Atlanta, FL||Apr 2016 - Current||1|
|The Leaders Group Inc.||Littleton, CO||Apr 2016 - Current||1|
|The Wellspring Group LLC||Arlington, TX||May 2009 - Current||8|
|Wellspring Associates||Houston, TX||Jan 1990 - Current||27|
|Wellspring Wealth Management LLC||Arlington, TX||May 2009 - May 2016||7|
|Lpl Financial Corporation||Arlington, TX||Sep 2009 - Apr 2016||6|
|Associated Securities Corp||Los Angeles, CA||May 2004 - Oct 2009||5|
|Investlinc Securities, LLC||Houston, TX||Nov 2005 - Mar 2009||3|
|Investlinc Wealth Mangement Group, LLC||Atlanta, GA||Feb 2005 - Mar 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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