Robert Thomas (CRD# 7074517) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alight Financial Solutions | Charlotte, NC | Dec 2021 - Current | 2 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Oct 2021 - Dec 2021 | < 1 |
| Thrivent Financial | Appleton, WI | Sep 2021 - Dec 2021 | < 1 |
| Linen And Loot | Boise, ID | Jul 2021 - Oct 2021 | < 1 |
| Massmutual Life Insurance Company | Meridian, ID | May 2021 - Jul 2021 | < 1 |
| Mml Investors Services, LLC | Meridian, ID | May 2021 - Jul 2021 | < 1 |
| Unemployed | Boise, ID | Feb 2021 - May 2021 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Aug 2020 - Feb 2021 | < 1 |
| Tiaa | Denver, CO | Aug 2020 - Feb 2021 | < 1 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Feb 2019 - Aug 2020 | 1 |
| Energy Resources Marketing | Denver, CO | Jul 2017 - Jun 2019 | 1 |
| Delivered On LLC | Denver, CO | Dec 2018 - Feb 2019 | < 1 |
| Srp Companies/pugs Holdings LLC | Castle Rock, CO | May 2018 - Dec 2018 | < 1 |
| University Of Colorado Denver | Denver, CO | Aug 2013 - Jul 2018 | 4 |
| Cucina Colore | Denver, CO | Nov 2016 - Jun 2018 | 1 |
| Champion Window Co Of Birmingham, LLC | Denver, CO | Feb 2018 - May 2018 | < 1 |
| Yard House/darden Concepts | Denver, CO | Dec 2014 - Nov 2016 | 1 |
| Bubba Gump Shrimp Company | Denver, CO | Sep 2013 - Dec 2014 | 1 |
| Albertson's LLC | Boise, ID | May 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- ID
- NC
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Total Assets Under Management32,132MILLIONS
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Total Number of Accounts228,318ACCOUNTS
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Average Account Value$140,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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