Tabitha Thomas (CRD# 7491398) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has 1 year of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coats Financial Planning, Inc. | Louisville, KY | Jan 2022 - Current | 2 |
| Western Kentucky University Center For Financial Success | Bowling Green, KY | Jan 2020 - Dec 2021 | 1 |
| Western Kentucky University | Bowling Green, KY | Aug 2017 - Dec 2021 | 4 |
| E/financial Alliance | Franklin, TN | May 2021 - Aug 2021 | < 1 |
| Movie Tavern | Nicholasville, KY | May 2019 - Jan 2020 | < 1 |
| Western Kentucky University Housing And Residence Life | Bowling Green, KY | Aug 2018 - May 2019 | < 1 |
| Kohl's | Bowling Green, KY | Sep 2017 - Dec 2017 | < 1 |
| Firehouse Subs | Nicholasville, KY | Apr 2017 - Aug 2017 | < 1 |
| East Jessamine High School | Nicholasville, KY | Aug 2013 - Jul 2017 | 3 |
| Yogli Mogli | Nicholasville, KY | Dec 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- KY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IN, KY, TX
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