Kenneth Thomas (CRD# 7667188) is an Investment Advisor Representative working at Gradient Advisors, LLC in Goodlettsville, TN and has 1 year of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
CRD# 5393857
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Advisors LLC | Arden Hills, MN | Nov 2022 - Current | 1 |
| Charter Financial Group | Goodlettsville, TN | Jul 2016 - Current | 7 |
| American Senior Benefits | Olathe, KS | Jul 2015 - Current | 8 |
| Lincoln Heritage | Phoenix, AZ | Oct 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- TN
-
Total Assets Under Management207MILLIONS
-
Total Number of Accounts2,706ACCOUNTS
-
Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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