Elizabeth Thomas, financial advisor Bluffton SC
93 score

Elizabeth Thomas

CRD Number: 1222562
Current Firm: Suntrust Investment Services, Inc.

Elizabeth Thomas (CRD# 1222562) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Bluffton, SC and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jul 2015 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2015 - Jul 2015 < 1
Suntrust Securities, Inc. Hilton Head, SC Aug 2004 - Jan 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Elizabeth A. Thomas
Phone Number: 404-813-8981
Registered State(s):
  • SC
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
93
Clean Record
This advisor has a clean track record with regulators.

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