Austin Thacker (CRD# 7558564) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 2 years of experience in the finance industry.
CRD# 6792902
Coign Capital Advisors LLC
CRD# 2588720
Prudential Financial Planning Services
CRD# 1801853
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.o.s.s Retirement Advisors, LLC | Lehi, UT | May 2021 - Current | 3 |
| B.o.s.s. Retirement Solutions | Lehi, UT | Mar 2021 - Apr 2021 | < 1 |
| Church Missionary | Lehi, UT | Jul 2019 - Feb 2021 | 1 |
| B.o.s.s. Retirement Soluctions | Lehi, UT | Jun 2018 - Jun 2019 | 1 |
| Student | Lehi, UT | Sep 2007 - May 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- UT
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
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