Brian ThomasCRD Number: 4647656
Current Firm: Ag Asset Advisory, LLC
Brian Thomas (CRD# 4647656) is an Investment Advisor Representative working at Ag Asset Advisory, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|Ag Asset Advisory, LLC||Los Angeles, CA||Jan 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management307MILLIONS
Total Number of Accounts150ACCOUNTS
Average Account Value$2,048,385
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NY, TX
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