Richard Thomas (CRD# 1909414) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Noblesville, IN and has over 29 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ag Resource Management | Avon, IN | Apr 2018 - Current | 6 |
| First Heartland Capital, Inc. | Lake Saint Louis, MO | Sep 2001 - Current | 22 |
| Signature Financial Services, Ltd | Arlington Heights, IL | Sep 1999 - Current | 24 |
| East Central Fbfm | Tuscola, IL | Oct 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- IL
- IN
-
Total Assets Under Management202MILLIONS
-
Total Number of Accounts471ACCOUNTS
-
Average Account Value$428,907
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, IN, SC, TN, TX
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