Andrew Thomas, financial advisor Dallas TX
96 score

Andrew Thomas

CRD Number: 5298282
Current Firm: Leap Wealth Management

Andrew Thomas (CRD# 5298282) is an Investment Advisor Representative working at Leap Wealth Management in Dallas, TX and has over 10 years of experience in the finance industry. Andrew Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Leap Wealth Management Dallas, TX Sep 2017 - Current < 1
Td Ameritrade Dallas, TX Aug 2014 - Aug 2017 3
Avere Equity Advisors Trophy Club, TX Aug 2013 - Jul 2014 < 1
Texas Coastal Energy Irving, TX Jan 2012 - Aug 2013 1
Merrill Lynch Dallas, TX Aug 2010 - Jan 2012 1
Td Ameritrade Fort Worth, TX Mar 2010 - Aug 2010 < 1
Jp Morgan Dallas, TX Apr 2009 - Mar 2010 < 1
Bank Of America, N.a. Dallas, TX Aug 2007 - Mar 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Andrew S. Thomas
Phone Number: 214-420-7441
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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