Dustin Thomas (CRD# 6267131) is an Investment Advisor Representative working at Column Capital Advisors, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry. Dustin 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.
CRD# 5062898
Halter Ferguson Financial Inc.
Score
103
CRD# 2807887
I4 Advisors LLC
Score
83
CRD# 6435426
Halter Ferguson Financial Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Column Capital Advisors, LLC | Indiamapolis, IN | Oct 2013 - Current | 4 |
| Rudler, Psc | Fort Wright, KY | Sep 2010 - Oct 2013 | 3 |
| None | Milford, OH | Jun 2010 - Aug 2010 | < 1 |
| Pitcher Enders & Drohan Cpa | Blue Ash, OH | Nov 2009 - Jun 2010 | < 1 |
| Kamphaus Henning And Hood Cpa | Milford, OH | Oct 2006 - Oct 2009 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- IN
-
Total Assets Under Management716MILLIONS
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Total Number of Accounts1,131ACCOUNTS
-
Average Account Value$632,968
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, DE, FL, IL, IN, MO, SC, TX
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