Lavea ThomasCRD 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.
American Independent Securities Group, LLC
Aspen Capital Management
|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|
Total Assets Under Management174MILLIONS
Total Number of Accounts1,700ACCOUNTS
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)
AZ, CA, CO, FL, HI, ID, IL, MI, MN, MT, NJ, NY, OR, TX, UT, WA
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