Lavea Thomas, financial advisor Boise ID

Lavea Thomas

CRD Number: 4920010
Current Firm: Legacy Wealth Management, LLC

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.

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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
Contact Info for Lavea G. Thomas
Phone Number: 208-955-0500
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $102,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, IL, MI, MN, MT, NJ, NY, OR, TX, UT, WA

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