Lavea Thomas (CRD# 4920010) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 15 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Aspen Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management, LLC | Boise, ID | Jan 2020 - Current | < 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 |
| Grubb & Ellis Equity Advisors | Santa Ana, CA | Feb 2011 - Dec 2011 | < 1 |
| Grubb & Ellis Capital Corporation | Santa Ana, CA | Feb 2011 - Dec 2011 | < 1 |
| Nnn Realty Advisors | Santa Ana, CA | Aug 2007 - Dec 2011 | 4 |
| Grubb & Ellis Securities, Inc. | Santa Ana, CA | Aug 2007 - Dec 2011 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- ID
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Total Assets Under Management174MILLIONS
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Total Number of Accounts1,700ACCOUNTS
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Average Account Value$102,132
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, HI, ID, IL, MI, MN, MT, NJ, NY, OR, TX, UT, WA
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