John Thomas, financial advisor Greensboro NC
90 score

John Thomas

CRD Number: 6104410
Current Firm: Stearns Financial Group

John Thomas (CRD# 6104410) is an Investment Advisor Representative working at Stearns Financial Group in Greensboro, NC and has 1 year of experience in the finance industry. John 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
Stearns Financial Services Group Greensboro, NC May 2005 - Current 11

John Thomas has no recent exams reported.
Contact Info for John M. Thomas
Phone Number: 336-230-1811
Firm Website:
Registered State(s):
  • NC
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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