Benjamin Thomas, financial advisor Louisville KY

Benjamin Thomas

CRD Number: 3013937
Current Firm: Waycross Partners, LLC

Benjamin Thomas (CRD# 3013937) is an Investment Advisor Representative working at Waycross Partners, LLC in Louisville, KY and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Waycross Partners, LLC Louisville, KY Jul 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Benjamin H. Thomas
Phone Number: 502-410-1900
Registered State(s):
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $10,740,289
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, KY

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