Sean Thomas (CRD# 4425164) is an Investment Advisor Representative working at Avantax Advisory Services in Hampden, ME and has over 19 years of experience in the finance industry.
CRD# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 5736969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Bangor, ME | Jul 2019 - Current | 4 |
| Avantax Advisory Services | Bangor, ME | May 2012 - Current | 11 |
| Tmatt, Inc., Pc | Bangor, ME | Jan 2011 - Current | 13 |
| Tmatt Tax And Financial | Bangor, ME | Jan 2011 - Current | 13 |
| Avantax Investment Securities | Bangor, ME | Mar 2004 - Current | 20 |
| Tmatt Tax And Financial | Bangor, ME | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- ME
- TX
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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