Mark Thomas (CRD# 5900491) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Jacksonville, FL and has over 10 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services | Jacksonville, FL | Jul 2016 - Current | 7 |
| Bankers Life Securities, Inc. | Jacksonville, FL | May 2016 - Current | 7 |
| Bankers Life & Casualty | Jacksonville, FL | Mar 2010 - Current | 14 |
| Proequities, Inc. | Jacksonville, FL | Mar 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- FL
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Total Assets Under Management1,486MILLIONS
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Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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