Lavea ThomasCRD Number: 4920010
Current Firm: Aspen Capital Management
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.
Inspire Advisors, LLC
American Independent Securities Group, LLC
|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|
Total Assets Under Management836MILLIONS
Total Number of Accounts1,798ACCOUNTS
Average Account Value$464,994
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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