Mark Thomas, financial advisor Lafayette LA

Mark Thomas

CRD Number: 1513398
Current Firm: Mark Thomas, LLC

Mark Thomas (CRD# 1513398) is an Investment Advisor Representative working at Mark Thomas, LLC in Lafayette, LA and has over 31 years of experience in the finance industry. Mark 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
Mark Thomas, LLC Lafayette, LA Mar 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for Mark A. Thomas
Phone Number: 337-988-2369
Registered State(s):
  • LA
  • TX
Current Firm Details
Mark Thomas, LLC
Firm's CRD Number: 170609
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $281,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, TX

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