Lavea Thomas (CRD# 4920010) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has over 17 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Capital Management | Boise, ID | May 2021 - Current | 1 |
| Legacy Wealth Management, LLC | Boise, ID | Jan 2020 - May 2021 | 1 |
| Waypoint Direct Investments, LLC | Stamford, CT | Oct 2017 - Nov 2019 | 2 |
| Unemployed | Star, ID | Jul 2017 - Sep 2017 | < 1 |
| Emerson Equity LLC | San Mateo, CA | Jun 2016 - Jun 2017 | 1 |
| Megatel Capital Investment | Farmers Branch, TX | Jun 2016 - Jun 2017 | 1 |
| Unemployed | Star, ID | Dec 2015 - Jun 2016 | < 1 |
| Realty Capital Securities, LLC | Boston, MA | Dec 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- ID
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Total Assets Under Management836MILLIONS
-
Total Number of Accounts1,798ACCOUNTS
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Average Account Value$464,994
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID
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