Christopher Thomas (CRD# 6753241) is an Investment Advisor Representative working at Atlantic Private Wealth, LLC in Chapel Hill, NC and has over 6 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlantic Private Wealth. LLC | Chapel Hill, NC | May 2021 - Current | 2 |
| Goldman Sachs Personal Financial Management | Newport Beach, CA | Mar 2019 - May 2021 | 2 |
| Cetera Advisor Networks | El Segundo, CA | Mar 2018 - Mar 2019 | 1 |
| Securian Financial Services, Inc. | St. Paul, MN | Aug 2017 - Mar 2018 | < 1 |
| North Star Resource Group | Durham, NC | Aug 2017 - Mar 2018 | < 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Aug 2017 - Mar 2018 | < 1 |
| Ymca | Cary, NC | Apr 2016 - Mar 2018 | 1 |
| North Star Resource Group | Durham, NC | Feb 2017 - Aug 2017 | < 1 |
| Securian Financial Services, Inc. | St. Paul, MN | Jan 2017 - Aug 2017 | < 1 |
| William Peace University | Raleigh, NC | Aug 2013 - May 2017 | 3 |
| Panera Bread | Cary, NC | May 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- NC
-
Total Assets Under Management690MILLIONS
-
Total Number of Accounts1,475ACCOUNTS
-
Average Account Value$467,583
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, IL, LA, MA, MI, NC, NE, NY, OH, TX
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