Madeline Thomas (CRD# 7266448) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 2 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Houston, TX | Nov 2021 - Current | 2 |
| Unemployed | Houston, TX | Aug 2021 - Nov 2021 | < 1 |
| Evercore Group LLC | Houston, TX | Jun 2021 - Aug 2021 | < 1 |
| Unemployed/full-time College Student | College Station, TX | Aug 2020 - Jun 2021 | < 1 |
| Evercore Group LLC | Houston, TX | Jun 2020 - Aug 2020 | < 1 |
| Unemployed/full-time Student | College Station, TX | Jun 2019 - Jun 2020 | 1 |
| Cushing Asset Management | Dallas, TX | May 2019 - Jun 2019 | < 1 |
| Unemployed | College Station, TX | Jul 2018 - May 2019 | < 1 |
| Camp Ozark | Mt. Ida, AR | May 2018 - Jul 2018 | < 1 |
| Unemployed | Dallas, TX | Jan 2011 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
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Total Assets Under Management600,809MILLIONS
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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